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) | $83,491 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,180 |
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 | $419,418 | $82,978+405.5% | $129,995+222.6% | $71,457+486.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 15.93% | 20.60%-4.7pp | -137.18%+153.1pp | 28.85%-12.9pp |
| Employer contribution / active EE | $21,736 | $2,622+729.1% | $4,320+403.2% | $2,588+740.0% |
| Participant deferral / active EE | $6,792 | $4,432+53.3% | $5,820+16.7% | $4,289+58.4% |
| Admin fee / account holder | $1,051 | $1,729-39.2% | $10,614-90.1% | $1,587-33.8% |