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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES INSURANCE GROUP Service code 28 · EIN 71-0294708 | Investment Management | $0 |
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 | $90,440 | $74,089+22.1% | $133,980-32.5% | $55,167+63.9% |
| Participation rate | 81.8% | 84.3%-2.5pp | 87.1%-5.2pp | 69.0%+12.8pp |
| Annual return | 7.01% | 12.11%-5.1pp | 29.30%-22.3pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,642 | $3,064-46.4% | $5,211-68.5% | $1,963-16.3% |
| Participant deferral / active EE | $2,925 | $4,678-37.5% | $6,282-53.4% | $3,054-4.2% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |