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 | $52,406+7.3% | $129,207-56.5% | $74,495-24.5% |
| Participation rate | 71.8% | 53.8%+18.0pp | 69.6%+2.1pp | 67.2%+4.6pp |
| Annual return | 18.03% | 15.66%+2.4pp | 9417.33%-9399.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $3,450 | $1,531+125.4% | $4,153-16.9% | $2,623+31.5% |
| Participant deferral / active EE | $6,735 | $2,794+141.0% | $4,168+61.6% | $4,346+55.0% |
| Admin fee / account holder | $124 | $2,633-95.3% | $7,715-98.4% | $1,942-93.6% |