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) | $28,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,724 | $30,086+58.6% | $61,373-22.2% | $64,808-26.4% |
| Participation rate | 36.6% | 36.4%+0.2pp | 52.6%-16.0pp | 71.5%-34.9pp |
| Annual return | -15.91% | -13.99%-1.9pp | 338.61%-354.5pp | 32.82%-48.7pp |
| Employer contribution / active EE | $826 | $536+54.0% | $1,159-28.8% | $2,506-67.1% |
| Participant deferral / active EE | $1,645 | $1,126+46.1% | $2,125-22.6% | $4,310-61.8% |
| Admin fee / account holder | $283 | $148+91.2% | $2,130-86.7% | $188+50.8% |