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 Service code 19 PO BOX 14527 · ST. PETERSEBURG, FL 337334527 | Securities Custodian | $13,045 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,445 | $95,762-9.7% | $379,746-77.2% | $79,858+8.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 78.4%+21.6pp | 69.6%+30.4pp |
| Annual return | 3.76% | 18.26%-14.5pp | 34.90%-31.1pp | 31.71%-28.0pp |
| Employer contribution / active EE | $3,793 | $2,695+40.7% | $3,540+7.2% | $2,471+53.5% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $109 | $6,745-98.4% | $7,927-98.6% | $5,306-98.0% |