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 9-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 |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $112,461 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES, I Service code 27 880 CARILLON PKWY · SAINT PETERSBURG, FL 337161102 | Advisory (Plan) | $108,224 |
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 | $90,132 | $85,135+5.9% | $98,907-8.9% | $73,409+22.8% |
| Participation rate | 99.2% | 81.1%+18.1pp | 76.0%+23.2pp | 72.2%+27.0pp |
| Annual return | 18.48% | 19.14%-0.7pp | 196.43%-178.0pp | 59.29%-40.8pp |
| Employer contribution / active EE | $3,553 | $2,721+30.6% | $2,689+32.1% | $2,234+59.1% |
| Participant deferral / active EE | $4,715 | $4,349+8.4% | $4,244+11.1% | $3,805+23.9% |
| Admin fee / account holder | $160 | $139+14.6% | $6,642-97.6% | $158+1.1% |