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 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 | $53,610 | $34,934+53.5% | $56,411-5.0% | $74,495-28.0% |
| Participation rate | 45.2% | 32.8%+12.4pp | 52.5%-7.2pp | 67.2%-22.0pp |
| Annual return | 18.25% | 25.94%-7.7pp | 1701.33%-1683.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $787 | $609+29.3% | $1,039-24.2% | $2,623-70.0% |
| Participant deferral / active EE | $1,417 | $1,170+21.0% | $1,952-27.4% | $4,346-67.4% |
| Admin fee / account holder | $81 | $2,364-96.6% | $2,829-97.1% | $1,942-95.8% |