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 Service code 27 100 2ND AVE S. SUITE 105 · ST PETERSBURG, FL 33701 | Advisory (Plan) | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,595 | $26,549+11.5% | $61,373-51.8% | $66,914-55.8% |
| Participation rate | 51.1% | 38.1%+13.0pp | 52.6%-1.4pp | 69.8%-18.7pp |
| Annual return | -22.33% | -16.21%-6.1pp | 338.61%-360.9pp | 1.58%-23.9pp |
| Employer contribution / active EE | $750 | $651+15.1% | $1,159-35.3% | $2,544-70.5% |
| Participant deferral / active EE | $1,472 | $1,338+10.0% | $2,125-30.7% | $4,237-65.2% |
| Admin fee / account holder | $9 | $409-97.7% | $2,130-99.6% | $593-98.4% |