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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.
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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 37 · EIN 04-2647786 | Loan Processing | $53,782 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $30,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,285 | $82,917-32.1% | $103,333-45.5% | $77,643-27.5% |
| Participation rate | 39.8% | 71.6%-31.7pp | 74.5%-34.7pp | 70.6%-30.8pp |
| Annual return | 41.41% | 19.13%+22.3pp | 24.88%+16.5pp | 31.24%+10.2pp |
| Employer contribution / active EE | $513 | $3,552-85.6% | $3,868-86.7% | $2,726-81.2% |
| Participant deferral / active EE | $2,770 | $4,108-32.6% | $5,057-45.2% | $4,647-40.4% |
| Admin fee / account holder | $310 | $638-51.4% | $8,355-96.3% | $430-27.9% |