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 AND ASSOCIATES Service code 99 · EIN 59-1237041 | Other Fees | $11,464 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,866 | $53,901-13.1% | $134,143-65.1% | $73,488-36.2% |
| Participation rate | 45.5% | 62.8%-17.4pp | 72.2%-26.7pp | 70.7%-25.2pp |
| Annual return | 16.28% | 15.82%+0.5pp | 36.33%-20.1pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,058 | $1,458-27.4% | $3,704-71.4% | $2,270-53.4% |
| Participant deferral / active EE | $2,207 | $2,739-19.4% | $3,499-36.9% | $3,740-41.0% |
| Admin fee / account holder | $5 | $581-99.2% | $6,684-99.9% | $513-99.1% |