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 SERVICES8+ years Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 26 · EIN 59-2937883 | Advisory (Participants) | $39,193 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $11,430 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,728 | $84,784-53.1% | $98,439-59.6% | $74,419-46.6% |
| Participation rate | 98.4% | 81.5%+16.8pp | 75.2%+23.2pp | 70.7%+27.6pp |
| Annual return | 17.40% | 20.59%-3.2pp | 21.16%-3.8pp | 34.38%-17.0pp |
| Employer contribution / active EE | $1,586 | $3,364-52.9% | $3,048-48.0% | $2,637-39.9% |
| Participant deferral / active EE | $5,104 | $5,218-2.2% | $4,738+7.7% | $4,528+12.7% |
| Admin fee / account holder | $246 | $204+20.5% | $8,948-97.2% | $348-29.2% |