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 | $20,461 |
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 | $120,132 | $96,128+25.0% | $136,007-11.7% | $80,856+48.6% |
| Participation rate | 83.7% | 71.2%+12.5pp | 76.5%+7.3pp | 67.6%+16.1pp |
| Annual return | 7.95% | 28.71%-20.8pp | 579.32%-571.4pp | 35.59%-27.6pp |
| Employer contribution / active EE | $4,186 | $3,351+24.9% | $4,217-0.7% | $2,755+52.0% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,025-100.0% | $4,296-100.0% |
| Admin fee / account holder | $176 | $8,236-97.9% | $6,858-97.4% | $6,918-97.5% |