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) | $72,360 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $64,474 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,472 | $89,753+39.8% | $107,525+16.7% | $84,808+47.9% |
| Participation rate | 70.5% | 68.1%+2.5pp | 75.1%-4.5pp | 68.3%+2.2pp |
| Annual return | 15.64% | 29.48%-13.8pp | 181.32%-165.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $6,541 | $3,113+110.1% | $3,754+74.3% | $2,631+148.6% |
| Participant deferral / active EE | $768 | $4,056-81.1% | $5,116-85.0% | $4,212-81.8% |
| Admin fee / account holder | $1,069 | $7,222-85.2% | $8,919-88.0% | $7,344-85.4% |