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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $19,017 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,732 |
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 | $81,833 | $104,475-21.7% | $159,436-48.7% | $79,386+3.1% |
| Participation rate | 57.8% | 76.6%-18.8pp | 82.8%-25.0pp | 70.7%-12.9pp |
| Annual return | 16.67% | 67.95%-51.3pp | 263.57%-246.9pp | 116.85%-100.2pp |
| Employer contribution / active EE | $1,301 | $3,417-61.9% | $4,829-73.1% | $2,427-46.4% |
| Participant deferral / active EE | $4,788 | $6,467-26.0% | $7,352-34.9% | $4,046+18.3% |
| Admin fee / account holder | $213 | $711-70.1% | $10,799-98.0% | $626-66.1% |