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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,310 | $27,839+55.6% | $58,482-25.9% | $71,457-39.4% |
| Participation rate | 50.5% | 34.5%+16.0pp | 50.9%-0.3pp | 67.9%-17.4pp |
| Annual return | 23.13% | 26.81%-3.7pp | 4239.32%-4216.2pp | 28.85%-5.7pp |
| Employer contribution / active EE | $907 | $631+43.7% | $1,053-13.9% | $2,588-65.0% |
| Participant deferral / active EE | $1,621 | $1,206+34.4% | $1,924-15.7% | $4,289-62.2% |
| Admin fee / account holder | $83 | $1,641-94.9% | $2,516-96.7% | $1,587-94.8% |