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 FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $6,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,737 | $51,466-36.4% | $78,778-58.4% | $62,292-47.4% |
| Participation rate | 51.5% | 59.8%-8.3pp | 69.2%-17.7pp | 69.5%-18.1pp |
| Annual return | 15.83% | 19.96%-4.1pp | 35.62%-19.8pp | 28.90%-13.1pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,089 | $2,147-2.7% | $2,958-29.4% | $3,169-34.1% |
| Admin fee / account holder | $78 | $489-84.0% | $5,134-98.5% | $479-83.7% |