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) | $37,052 |
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 | $82,569 | $79,171+4.3% | $102,423-19.4% | $74,495+10.8% |
| Participation rate | 63.3% | 74.8%-11.5pp | 76.5%-13.2pp | 67.2%-3.9pp |
| Annual return | 17.53% | 54.93%-37.4pp | 29.32%-11.8pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,840 | $4,415+9.6% | $5,053-4.2% | $4,346+11.4% |
| Admin fee / account holder | $899 | $2,001-55.1% | $9,451-90.5% | $1,942-53.7% |