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 FNCL SRVS Service code 26 · EIN 59-2937883 | Advisory (Participants) | $39,445 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $36,960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,174 | $50,815-13.1% | $155,509-71.6% | $77,643-43.1% |
| Participation rate | 96.7% | 63.1%+33.6pp | 78.2%+18.6pp | 70.6%+26.2pp |
| Annual return | 16.78% | 34.80%-18.0pp | 64.67%-47.9pp | 31.24%-14.5pp |
| Employer contribution / active EE | $3,554 | $1,993+78.4% | $4,672-23.9% | $2,726+30.4% |
| Participant deferral / active EE | $4,409 | $2,822+56.2% | $5,626-21.6% | $4,647-5.1% |
| Admin fee / account holder | $110 | $437-74.9% | $15,912-99.3% | $430-74.5% |