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 AND ASSOCIATES INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $63,940 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $57,771 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,371 | $80,724+33.0% | $103,333+3.9% | $74,495+44.1% |
| Participation rate | 75.8% | 65.7%+10.1pp | 74.5%+1.3pp | 67.2%+8.6pp |
| Annual return | 14.44% | 27.56%-13.1pp | 24.88%-10.4pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $4,776 | $3,157+51.3% | $3,868+23.5% | $2,623+82.1% |
| Participant deferral / active EE | $378 | $3,860-90.2% | $5,057-92.5% | $4,346-91.3% |
| Admin fee / account holder | $929 | $2,368-60.8% | $8,355-88.9% | $1,942-52.2% |