See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 17 · EIN 59-1237041 | Pension Consulting | $33,004 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $4,182 |
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 | $42,824 | $49,693-13.8% | $70,515-39.3% | $74,419-42.5% |
| Participation rate | 68.4% | 64.7%+3.8pp | 68.3%+0.1pp | 70.7%-2.3pp |
| Annual return | 14.73% | 21.22%-6.5pp | 32.77%-18.0pp | 34.38%-19.6pp |
| Employer contribution / active EE | $759 | $1,773-57.2% | $2,973-74.5% | $2,637-71.2% |
| Participant deferral / active EE | $3,185 | $3,376-5.6% | $4,567-30.3% | $4,528-29.7% |
| Admin fee / account holder | $112 | $316-64.5% | $6,412-98.3% | $348-67.8% |