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 | $13,039 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,535 | $83,427+16.9% | $115,756-15.7% | $68,494+42.4% |
| Participation rate | 98.7% | 71.9%+26.8pp | 77.1%+21.6pp | 67.9%+30.8pp |
| Annual return | 8.01% | -10.95%+19.0pp | 143.14%-135.1pp | -7.84%+15.9pp |
| Employer contribution / active EE | $4,231 | $3,075+37.6% | $3,793+11.6% | $2,596+63.0% |
| Participant deferral / active EE | $0 | $5,355-100.0% | $6,254-100.0% | $4,027-100.0% |
| Admin fee / account holder | $103 | $5,708-98.2% | $8,124-98.7% | $5,403-98.1% |