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 | $15,926 |
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 | $107,241 | $90,745+18.2% | $130,231-17.7% | $75,163+42.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 7.58% | 34.45%-26.9pp | 38.77%-31.2pp | 160.62%-153.0pp |
| Employer contribution / active EE | $4,500 | $3,314+35.8% | $4,126+9.1% | $2,670+68.6% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,799-100.0% | $4,125-100.0% |
| Admin fee / account holder | $127 | $6,331-98.0% | $6,020-97.9% | $5,651-97.7% |