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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES I Service code 27 · EIN 04-2647786 | Advisory (Plan) | $45,571 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,700 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,861 | $50,498-56.7% | $75,781-71.2% | $55,191-60.4% |
| Participation rate | 97.0% | 69.4%+27.6pp | 75.8%+21.2pp | 69.2%+27.9pp |
| Annual return | 0.16% | 1.80%-1.6pp | 9.68%-9.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,086 | $2,291-52.6% | $3,323-67.3% | $1,899-42.8% |
| Participant deferral / active EE | $2,931 | $2,589+13.2% | $3,651-19.7% | $3,046-3.8% |
| Admin fee / account holder | $57 | $123-54.0% | $5,299-98.9% | $91-37.7% |