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 SERVICES9+ years Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 26 · EIN 59-2937883 | Advisory (Participants) | $47,117 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,442 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,443 | $92,055-48.5% | $106,213-55.3% | $77,643-38.9% |
| Participation rate | 97.8% | 81.0%+16.7pp | 75.3%+22.5pp | 70.6%+27.2pp |
| Annual return | 13.64% | 17.91%-4.3pp | 116.14%-102.5pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,459 | $3,367-56.7% | $3,171-54.0% | $2,726-46.5% |
| Participant deferral / active EE | $5,088 | $5,386-5.5% | $5,016+1.4% | $4,647+9.5% |
| Admin fee / account holder | $257 | $219+17.5% | $11,033-97.7% | $430-40.2% |