See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 26 · EIN 59-2937883 | Advisory (Participants) | $30,230 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,851 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,558 | $85,135-61.8% | $98,907-67.1% | $73,409-55.6% |
| Participation rate | 96.1% | 81.1%+15.0pp | 76.0%+20.1pp | 72.2%+24.0pp |
| Annual return | 21.35% | 19.14%+2.2pp | 196.43%-175.1pp | 59.29%-37.9pp |
| Employer contribution / active EE | $1,367 | $2,721-49.8% | $2,689-49.2% | $2,234-38.8% |
| Participant deferral / active EE | $3,748 | $4,349-13.8% | $4,244-11.7% | $3,805-1.5% |
| Admin fee / account holder | $185 | $139+32.5% | $6,642-97.2% | $158+16.9% |