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 Service code 28 7316 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $37,200 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $394,746 | $99,957+294.9% | $149,696+163.7% | $73,488+437.2% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 19.02% | 53.87%-34.8pp | 276.60%-257.6pp | 28.51%-9.5pp |
| Employer contribution / active EE | $10,169 | $3,191+218.7% | $4,644+119.0% | $2,270+348.0% |
| Participant deferral / active EE | $12,773 | $6,073+110.3% | $6,842+86.7% | $3,740+241.6% |
| Admin fee / account holder | $244 | $551-55.6% | $9,309-97.4% | $513-52.4% |