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 FSA INC Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Participants) | $13,111 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,786 | $76,050-8.2% | $96,544-27.7% | $71,457-2.3% |
| Participation rate | 65.7% | 74.4%-8.7pp | 76.0%-10.3pp | 67.9%-2.2pp |
| Annual return | 22.24% | 22.81%-0.6pp | 25.84%-3.6pp | 28.85%-6.6pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,687 | $4,215+11.2% | $4,851-3.4% | $4,289+9.3% |
| Admin fee / account holder | $445 | $2,707-83.6% | $8,252-94.6% | $1,587-72.0% |