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 59-1237041 | Advisory (Participants) | $33,011 |
Service code 99 · EIN 20-8764829 | Other Fees | $0 |
Service code 49 PO BOX 9575 · WARNER ROBINS, GA 31095 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,777 | $58,264+28.3% | $86,612-13.7% | $71,457+4.6% |
| Participation rate | 71.1% | 65.0%+6.2pp | 71.7%-0.6pp | 67.9%+3.2pp |
| Annual return | 16.61% | 21.63%-5.0pp | 591.07%-574.5pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,598 | $2,574-37.9% | $3,022-47.1% | $2,588-38.3% |
| Participant deferral / active EE | $4,757 | $3,436+38.4% | $4,438+7.2% | $4,289+10.9% |
| Admin fee / account holder | $198 | $1,057-81.2% | $5,614-96.5% | $1,587-87.5% |