See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 49 · EIN 64-0765749 | Other Services | $0 |
MORNINGSTAR7 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 | $446,176 | $55,415+705.1% | $155,509+186.9% | $74,495+498.9% |
| Participation rate | 92.2% | 61.9%+30.3pp | 78.2%+14.0pp | 67.2%+25.0pp |
| Annual return | 15.95% | 268.50%-252.5pp | 64.67%-48.7pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $24,842 | $2,267+995.7% | $4,672+431.7% | $2,623+847.1% |
| Participant deferral / active EE | $15,398 | $2,836+443.0% | $5,626+173.7% | $4,346+254.3% |
| Admin fee / account holder | $635 | $1,738-63.5% | $15,912-96.0% | $1,942-67.3% |