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) | $28,742 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $27,567 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,698 | $47,126-17.9% | $149,673-74.1% | $74,419-48.0% |
| Participation rate | 96.6% | 63.4%+33.2pp | 78.8%+17.8pp | 70.7%+25.8pp |
| Annual return | 18.56% | 22.75%-4.2pp | 134.42%-115.9pp | 34.38%-15.8pp |
| Employer contribution / active EE | $2,790 | $1,905+46.4% | $4,818-42.1% | $2,637+5.8% |
| Participant deferral / active EE | $4,042 | $2,728+48.2% | $5,680-28.8% | $4,528-10.7% |
| Admin fee / account holder | $95 | $343-72.2% | $13,210-99.3% | $348-72.6% |