See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,574 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $7,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,941 | $65,435-5.3% | $86,677-28.5% | $66,914-7.4% |
| Participation rate | 68.9% | 75.5%-6.5pp | 76.6%-7.7pp | 69.8%-0.9pp |
| Annual return | -14.44% | -10.89%-3.5pp | 35.91%-50.3pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,252 | $2,153+4.6% | $2,836-20.6% | $2,544-11.5% |
| Participant deferral / active EE | $3,245 | $4,100-20.9% | $4,656-30.3% | $4,237-23.4% |
| Admin fee / account holder | $176 | $642-72.5% | $7,493-97.6% | $593-70.3% |