See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · SAINT PETERSBURG, FL 33716 | Advisory (Participants) | $36,399 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,692 | $49,915-18.5% | $154,803-73.7% | $74,304-45.2% |
| Participation rate | 77.8% | 54.0%+23.9pp | 78.1%-0.2pp | 60.3%+17.5pp |
| Annual return | 12.25% | 34.06%-21.8pp | 58.88%-46.6pp | 29.43%-17.2pp |
| Employer contribution / active EE | $1,235 | $1,611-23.3% | $4,305-71.3% | $2,241-44.9% |
| Participant deferral / active EE | $4,508 | $2,255+99.9% | $5,540-18.6% | $3,767+19.7% |
| Admin fee / account holder | $310 | $2,189-85.8% | $14,329-97.8% | $2,969-89.6% |