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 · EIN 52-2114207 | Advisory (Plan) | $53,392 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,922 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,099 | $75,183-28.0% | $123,892-56.3% | $55,167-1.9% |
| Participation rate | 89.6% | 72.8%+16.8pp | 81.4%+8.2pp | 69.0%+20.6pp |
| Annual return | 246.45% | 19.01%+227.4pp | 47.52%+198.9pp | 169.23%+77.2pp |
| Employer contribution / active EE | $30 | $2,823-98.9% | $4,617-99.3% | $1,963-98.5% |
| Participant deferral / active EE | $6,253 | $5,084+23.0% | $5,984+4.5% | $3,054+104.7% |
| Admin fee / account holder | $130 | $663-80.4% | $8,357-98.4% | $504-74.3% |