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 & ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$53,366 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,517 | $87,870+217.0% | $113,168+146.1% | $74,304+274.8% |
| Participation rate | 99.4% | 70.7%+28.7pp | 76.6%+22.9pp | 60.3%+39.1pp |
| Annual return | 18.44% | 26.44%-8.0pp | 24.27%-5.8pp | 29.43%-11.0pp |
| Employer contribution / active EE | $7,410 | $2,277+225.4% | $2,975+149.0% | $2,241+230.6% |
| Participant deferral / active EE | $15,244 | $4,241+259.5% | $5,107+198.5% | $3,767+304.7% |
| Admin fee / account holder | -$150 | $3,368-104.5% | $12,068-101.2% | $2,969-105.1% |