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 FINANCIAL SERVICES AD Service code 99 · EIN 59-2937883 | Other Fees | $28,465 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,977 | $86,655-55.0% | $119,609-67.4% | $66,914-41.8% |
| Participation rate | 77.4% | 75.6%+1.8pp | 79.3%-1.9pp | 69.8%+7.6pp |
| Annual return | -16.71% | -8.00%-8.7pp | -14.97%-1.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,917 | $4,358-10.1% | $5,602-30.1% | $4,237-7.6% |
| Admin fee / account holder | $7 | $755-99.1% | $10,323-99.9% | $593-98.9% |