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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $93,313 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,076 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $320,389 | $81,474+293.2% | $133,956+139.2% | $73,488+336.0% |
| Participation rate | 97.8% | 76.4%+21.4pp | 79.8%+18.0pp | 70.7%+27.1pp |
| Annual return | 18.69% | 19.40%-0.7pp | 45.09%-26.4pp | 28.51%-9.8pp |
| Employer contribution / active EE | $13,392 | $2,209+506.2% | $3,919+241.8% | $2,270+489.9% |
| Participant deferral / active EE | $5,546 | $3,786+46.5% | $5,048+9.9% | $3,740+48.3% |
| Admin fee / account holder | $1,202 | $713+68.5% | $8,927-86.5% | $513+134.2% |