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 |
|---|---|---|
Service code 49 · EIN 64-0765749 | Other Services | $0 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: RAYMOND JAMES INSURANCE GROUP, INC. Service code 55 · EIN 59-1199408 | Other Commissions | $0 |
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 | $344,266 | $65,061+429.1% | $143,757+139.5% | $66,914+414.5% |
| Participation rate | 97.6% | 65.2%+32.4pp | 80.3%+17.3pp | 69.8%+27.8pp |
| Annual return | -16.09% | -11.14%-5.0pp | -0.04%-16.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $23,528 | $2,361+896.7% | $4,951+375.2% | $2,544+824.7% |
| Participant deferral / active EE | $15,503 | $2,919+431.1% | $5,637+175.0% | $4,237+265.9% |
| Admin fee / account holder | $832 | $502+65.9% | $14,673-94.3% | $593+40.3% |