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 AND ASSOCIATES Service code 15 PO BOX 23641 · ST PETERSBURG, FL 33742 | Recordkeeping | $9,675 |
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 | $32,948 | $37,426-12.0% | $77,482-57.5% | $79,858-58.7% |
| Participation rate | 66.7% | 41.5%+25.2pp | 54.2%+12.5pp | 69.6%-3.0pp |
| Annual return | 12.12% | 39.70%-27.6pp | 54.79%-42.7pp | 31.71%-19.6pp |
| Employer contribution / active EE | $833 | $637+30.9% | $986-15.5% | $2,471-66.3% |
| Participant deferral / active EE | $2,362 | $1,260+87.5% | $1,861+26.9% | $3,740-36.8% |
| Admin fee / account holder | $51 | $2,504-98.0% | $2,858-98.2% | $5,306-99.0% |