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) | $89,461 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,196 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $337,622 | $86,655+289.6% | $119,609+182.3% | $66,914+404.6% |
| Participation rate | 98.5% | 75.6%+22.9pp | 79.3%+19.2pp | 69.8%+28.7pp |
| Annual return | -17.92% | -8.00%-9.9pp | -14.97%-3.0pp | 1.58%-19.5pp |
| Employer contribution / active EE | $38,356 | $2,536+1412.5% | $4,232+806.3% | $2,544+1407.6% |
| Participant deferral / active EE | $6,317 | $4,358+45.0% | $5,602+12.8% | $4,237+49.1% |
| Admin fee / account holder | $1,002 | $755+32.7% | $10,323-90.3% | $593+68.8% |