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 SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 PO BOX 14547 · ST PETERSBURG, FL 33733 | Other Commissions | $71,064 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,575 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,983 | $72,770-40.9% | $67,652-36.5% | $55,191-22.1% |
| Participation rate | 92.6% | 78.8%+13.8pp | 75.7%+16.9pp | 69.2%+23.4pp |
| Annual return | -1.05% | -3.26%+2.2pp | 6625.04%-6626.1pp | 10.78%-11.8pp |
| Employer contribution / active EE | $1,729 | $1,769-2.3% | $2,266-23.7% | $1,899-9.0% |
| Participant deferral / active EE | $3,096 | $3,408-9.2% | $3,560-13.0% | $3,046+1.6% |
| Admin fee / account holder | $15 | $79-81.5% | $4,821-99.7% | $91-83.9% |