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 | $23,789 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,887 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,845 | $82,978-33.9% | $129,995-57.8% | $71,457-23.2% |
| Participation rate | 73.1% | 74.1%-0.9pp | 78.5%-5.3pp | 67.9%+5.2pp |
| Annual return | 17.53% | 20.60%-3.1pp | -137.18%+154.7pp | 28.85%-11.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,266 | $4,432-3.7% | $5,820-26.7% | $4,289-0.5% |
| Admin fee / account holder | $28 | $1,729-98.4% | $10,614-99.7% | $1,587-98.2% |