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 SERVICES4+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 · EIN 59-1237041 | Other Commissions | $15,166 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,406 |
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 | $97,587 | $86,332+13.0% | $125,175-22.0% | $65,185+49.7% |
| Participation rate | 50.7% | 75.3%-24.6pp | 79.8%-29.0pp | 70.2%-19.5pp |
| Annual return | 23.62% | 27.43%-3.8pp | 43.79%-20.2pp | 29.38%-5.8pp |
| Employer contribution / active EE | $1,612 | $2,040-21.0% | $3,865-58.3% | $2,177-25.9% |
| Participant deferral / active EE | $2,963 | $3,537-16.2% | $4,937-40.0% | $3,514-15.7% |
| Admin fee / account holder | $18 | $609-97.0% | $9,702-99.8% | $847-97.8% |