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 5-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 |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES INC. Service code 26 · EIN 59-1237041 | Advisory (Participants) | $8,746 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,426 | $79,634-89.4% | $64,489-86.9% | $79,634-89.4% |
| Participation rate | 89.1% | 62.5%+26.7pp | 67.7%+21.4pp | 62.5%+26.7pp |
| Annual return | 20.11% | 36.46%-16.4pp | 55.03%-34.9pp | 36.46%-16.4pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $1,523-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $2,837 | $3,835-26.0% | $2,778+2.1% | $3,835-26.0% |
| Admin fee / account holder | $127 | $1,002-87.4% | $4,260-97.0% | $1,002-87.4% |