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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.
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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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 | Advisory (Plan) | $29,854 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,309 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,658 | $59,805+31.5% | $79,550-1.1% | $68,494+14.8% |
| Participation rate | 63.8% | 61.1%+2.8pp | 69.5%-5.7pp | 67.9%-4.1pp |
| Annual return | -19.17% | -12.30%-6.9pp | 0.16%-19.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $632 | $1,505-58.0% | $2,413-73.8% | $2,596-75.7% |
| Participant deferral / active EE | $3,401 | $3,024+12.5% | $3,985-14.7% | $4,027-15.5% |
| Admin fee / account holder | $509 | $4,835-89.5% | $6,832-92.6% | $5,403-90.6% |