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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 & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $28,407 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,718 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,018 | $131,799-61.3% | $200,582-74.6% | $85,563-40.4% |
| Participation rate | 74.3% | 87.9%-13.6pp | 86.9%-12.6pp | 66.0%+8.4pp |
| Annual return | 20.56% | 21.59%-1.0pp | 42.33%-21.8pp | 31.51%-11.0pp |
| Employer contribution / active EE | $2,283 | $4,532-49.6% | $6,419-64.4% | $2,654-14.0% |
| Participant deferral / active EE | $4,753 | $7,702-38.3% | $9,331-49.1% | $4,375+8.6% |
| Admin fee / account holder | $173 | $235-26.4% | $16,305-98.9% | $834-79.3% |