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 FINANCIAL SVCS ADVSRS Service code 26 · EIN 59-2937883 | Advisory (Participants) | $12,592 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,894 | $54,541-36.0% | $78,778-55.7% | $70,131-50.2% |
| Participation rate | 64.5% | 60.8%+3.7pp | 69.2%-4.7pp | 69.5%-5.0pp |
| Annual return | 16.61% | 21.07%-4.5pp | 35.62%-19.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $692 | $1,089-36.4% | $1,986-65.1% | $2,342-70.5% |
| Participant deferral / active EE | $1,977 | $2,210-10.5% | $2,958-33.2% | $3,332-40.6% |
| Admin fee / account holder | $275 | $3,709-92.6% | $5,134-94.6% | $4,645-94.1% |