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.
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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 & ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $26,015 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $3,016 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,534 | $81,248+329.0% | $155,509+124.1% | $80,856+331.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.76% | 33.31%-21.5pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $28,909 | $3,100+832.5% | $4,672+518.7% | $2,755+949.4% |
| Participant deferral / active EE | $19,447 | $3,452+463.4% | $5,626+245.6% | $4,296+352.7% |
| Admin fee / account holder | $1,399 | $7,997-82.5% | $15,912-91.2% | $6,918-79.8% |