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 & ASSOCIATES Service code 26 · EIN 59-1199408 PO BOX 23641 · ST. PETERSBURG, FL 33742 | Advisory (Participants) | $7,873 |
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 | $17,179 | $45,863-62.5% | $77,024-77.7% | $68,494-74.9% |
| Participation rate | 50.6% | 55.9%-5.3pp | 67.9%-17.3pp | 67.9%-17.3pp |
| Annual return | -17.00% | 1.72%-18.7pp | 42.32%-59.3pp | -7.84%-9.2pp |
| Employer contribution / active EE | $332 | $1,650-79.9% | $2,812-88.2% | $2,596-87.2% |
| Participant deferral / active EE | $1,476 | $2,962-50.2% | $4,426-66.6% | $4,027-63.3% |
| Admin fee / account holder | $278 | $3,041-90.8% | $5,425-94.9% | $5,403-94.9% |