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 & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $22,448 |
Service code 37 · EIN 04-2647786 | Loan Processing | $906 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,238 | $52,450+7.2% | $129,295-56.5% | $74,546-24.6% |
| Participation rate | 71.8% | 53.8%+17.9pp | 69.6%+2.1pp | 67.2%+4.5pp |
| Annual return | 18.03% | 15.65%+2.4pp | 9429.28%-9411.2pp | 1366.03%-1348.0pp |
| Employer contribution / active EE | $3,450 | $1,532+125.1% | $4,157-17.0% | $2,624+31.4% |
| Participant deferral / active EE | $6,735 | $2,797+140.8% | $4,169+61.5% | $4,347+54.9% |
| Admin fee / account holder | $124 | $2,636-95.3% | $7,665-98.4% | $1,944-93.6% |