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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES I Service code 27 PO BOX 12749 · ST PETERSBURG, FL 33733 | Advisory (Plan) | $21,292 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,873 | $63,905-50.1% | $74,183-57.0% | $57,658-44.7% |
| Participation rate | 36.9% | 79.8%-42.9pp | 76.6%-39.7pp | 70.2%-33.3pp |
| Annual return | 8.09% | 60.60%-52.5pp | 17.74%-9.6pp | 5.13%+3.0pp |
| Employer contribution / active EE | $677 | $1,840-63.2% | $2,370-71.4% | $1,974-65.7% |
| Participant deferral / active EE | $1,126 | $3,448-67.3% | $3,550-68.3% | $3,061-63.2% |
| Admin fee / account holder | $113 | $91+23.9% | $5,586-98.0% | $95+19.4% |