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 & ASSOCIATES Service code 19 · EIN 59-1237041 | Securities Custodian | $27,255 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,614 | $42,772-35.4% | $87,507-68.4% | $55,167-49.9% |
| Participation rate | 100.0% | 66.5%+33.5pp | 73.8%+26.2pp | 69.0%+31.0pp |
| Annual return | 8.23% | 21.20%-13.0pp | 12.21%-4.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $2,415 | $1,277+89.1% | $2,550-5.3% | $1,963+23.0% |
| Participant deferral / active EE | $848 | $2,342-63.8% | $3,149-73.1% | $3,054-72.2% |
| Admin fee / account holder | $127 | $461-72.4% | $4,221-97.0% | $504-74.8% |