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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 · EIN 59-1237041 | Other Commissions | $14,021 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,663 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,151 | $66,302+11.8% | $110,238-32.7% | $56,287+31.7% |
| Participation rate | 56.8% | 74.9%-18.1pp | 79.8%-23.0pp | 69.9%-13.1pp |
| Annual return | -6.89% | -1.18%-5.7pp | 314.74%-321.6pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,725 | $2,047-15.7% | $3,826-54.9% | $2,111-18.3% |
| Participant deferral / active EE | $3,198 | $3,381-5.4% | $4,672-31.6% | $3,350-4.5% |
| Admin fee / account holder | $22 | $698-96.9% | $8,547-99.7% | $521-95.9% |