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 SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES I Service code 27 · EIN 04-2647786 | Advisory (Plan) | $51,055 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,300 |
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 | $24,583 | $57,921-57.6% | $84,750-71.0% | $57,658-57.4% |
| Participation rate | 97.4% | 72.9%+24.4pp | 76.6%+20.8pp | 70.2%+27.1pp |
| Annual return | 10.39% | 10.24%+0.2pp | 22.78%-12.4pp | 5.13%+5.3pp |
| Employer contribution / active EE | $1,192 | $2,598-54.1% | $3,574-66.7% | $1,974-39.6% |
| Participant deferral / active EE | $3,078 | $2,742+12.3% | $3,712-17.1% | $3,061+0.6% |
| Admin fee / account holder | $63 | $130-51.5% | $5,332-98.8% | $95-33.5% |