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 SERVICES3+ years Filed as: RAYMOND JAMES FINANCIAL Service code 26 880 CARILLON PKWY · ST. PETERSBURG, FL 337161102 | Advisory (Participants) | $15,994 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 80-0709115 | Recordkeeping | $8,965 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $82 |
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 | $64,682 | $58,726+10.1% | $92,233-29.9% | $62,292+3.8% |
| Participation rate | 73.7% | 68.3%+5.3pp | 76.5%-2.8pp | 69.5%+4.2pp |
| Annual return | 19.46% | 43.62%-24.2pp | 176.28%-156.8pp | 28.90%-9.4pp |
| Employer contribution / active EE | $2,737 | $2,392+14.4% | $3,679-25.6% | $2,042+34.0% |
| Participant deferral / active EE | $5,205 | $2,766+88.2% | $3,897+33.6% | $3,169+64.2% |
| Admin fee / account holder | $136 | $556-75.6% | $5,194-97.4% | $479-71.6% |