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 7-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 Service code 26 · EIN 59-2937883 IMPAC-TOWER 3 FL 2 8 · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $14,344 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,629 | $78,485-63.5% | $106,213-73.0% | $74,495-61.6% |
| Participation rate | 62.7% | 72.8%-10.1pp | 75.3%-12.6pp | 67.2%-4.5pp |
| Annual return | 9.60% | 15.95%-6.4pp | 116.14%-106.5pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $935 | $2,523-62.9% | $3,171-70.5% | $2,623-64.3% |
| Participant deferral / active EE | $2,792 | $4,322-35.4% | $5,016-44.3% | $4,346-35.8% |
| Admin fee / account holder | $0 | $2,232-100.0% | $11,033-100.0% | $1,942-100.0% |