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.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FIN. SERVICES ADVSIOR Service code 27 · EIN 59-2937883 | Advisory (Plan) | $24,903 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $12,373 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,982 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,551 | $109,881-76.7% | $150,045-83.0% | $84,808-69.9% |
| Participation rate | 94.0% | 76.1%+17.9pp | 82.3%+11.7pp | 68.3%+25.7pp |
| Annual return | 21.47% | 28.25%-6.8pp | 62.55%-41.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,693 | $3,561-52.5% | $4,693-63.9% | $2,631-35.7% |
| Participant deferral / active EE | $6,175 | $6,636-7.0% | $7,997-22.8% | $4,212+46.6% |
| Admin fee / account holder | $355 | $8,568-95.9% | $13,435-97.4% | $7,344-95.2% |