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 SERVICES5+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $14,897 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,138 |
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 | $100,281 | $81,474+23.1% | $133,956-25.1% | $73,488+36.5% |
| Participation rate | 59.2% | 76.4%-17.1pp | 79.8%-20.6pp | 70.7%-11.4pp |
| Annual return | 14.99% | 19.40%-4.4pp | 45.09%-30.1pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,770 | $2,209-19.9% | $3,919-54.8% | $2,270-22.0% |
| Participant deferral / active EE | $3,627 | $3,786-4.2% | $5,048-28.1% | $3,740-3.0% |
| Admin fee / account holder | $184 | $713-74.2% | $8,927-97.9% | $513-64.1% |