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) | $90,929 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,204 |
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 | $445,095 | $88,083+405.3% | $164,813+170.1% | $74,495+497.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 12.81% | 17.26%-4.5pp | 69.93%-57.1pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $17,810 | $2,593+586.9% | $4,341+310.3% | $2,623+579.0% |
| Participant deferral / active EE | $6,611 | $4,498+47.0% | $6,031+9.6% | $4,346+52.1% |
| Admin fee / account holder | $1,086 | $2,234-51.4% | $12,690-91.4% | $1,942-44.1% |