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 INSURANCE GROUP, INC. Service code 55 · EIN 59-1199408 | Other Commissions | $76,350 |
Service code 49 · EIN 64-0765749 | Other Services | $24,513 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,304 |
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 | $401,783 | $61,272+555.7% | $149,673+168.4% | $71,457+462.3% |
| Participation rate | 97.4% | 62.5%+34.9pp | 78.8%+18.6pp | 67.9%+29.5pp |
| Annual return | 16.50% | 35.85%-19.3pp | 134.42%-117.9pp | 28.85%-12.3pp |
| Employer contribution / active EE | $28,256 | $2,378+1088.1% | $4,818+486.5% | $2,588+992.0% |
| Participant deferral / active EE | $17,998 | $2,917+517.0% | $5,680+216.9% | $4,289+319.7% |
| Admin fee / account holder | $737 | $1,261-41.6% | $13,210-94.4% | $1,587-53.6% |