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 SERVICES7+ years Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 26 · EIN 59-2937883 | Advisory (Participants) | $37,738 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,625 |
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 | $27,305 | $81,908-66.7% | $90,749-69.9% | $64,808-57.9% |
| Participation rate | 98.2% | 80.5%+17.7pp | 75.7%+22.5pp | 71.5%+26.7pp |
| Annual return | -15.76% | -12.53%-3.2pp | -12.16%-3.6pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,485 | $3,065-51.6% | $2,921-49.2% | $2,506-40.7% |
| Participant deferral / active EE | $4,521 | $4,840-6.6% | $4,564-0.9% | $4,310+4.9% |
| Admin fee / account holder | $156 | $157-1.0% | $8,445-98.2% | $188-17.2% |