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 13 · EIN 42-0127290 | Contract Administrator | $19,172 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $9,303 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,444 | $76,050-82.3% | $96,544-86.1% | $71,457-81.2% |
| Participation rate | 84.8% | 74.4%+10.4pp | 76.0%+8.9pp | 67.9%+16.9pp |
| Annual return | 37.59% | 22.81%+14.8pp | 25.84%+11.7pp | 28.85%+8.7pp |
| Employer contribution / active EE | $778 | $2,244-65.3% | $2,965-73.8% | $2,588-69.9% |
| Participant deferral / active EE | $2,483 | $4,215-41.1% | $4,851-48.8% | $4,289-42.1% |
| Admin fee / account holder | $156 | $2,707-94.2% | $8,252-98.1% | $1,587-90.2% |