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 SERVICES6+ years Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 26 · EIN 59-2937883 | Advisory (Participants) | $38,260 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,391 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,686 | $93,131-63.8% | $106,548-68.4% | $86,799-61.2% |
| Participation rate | 96.5% | 81.4%+15.0pp | 76.1%+20.3pp | 72.3%+24.2pp |
| Annual return | 13.52% | 19.45%-5.9pp | 26.80%-13.3pp | 97.91%-84.4pp |
| Employer contribution / active EE | $1,292 | $2,895-55.4% | $2,819-54.2% | $2,405-46.3% |
| Participant deferral / active EE | $3,814 | $4,708-19.0% | $4,398-13.3% | $4,131-7.7% |
| Admin fee / account holder | $182 | $145+25.3% | $7,407-97.5% | $170+7.2% |