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 | $50,529-83.3% | $66,042-87.2% | $85,563-90.2% |
| Participation rate | 89.1% | 57.7%+31.4pp | 67.5%+21.6pp | 66.0%+23.2pp |
| Annual return | 20.11% | 18.34%+1.8pp | 52.11%-32.0pp | 31.51%-11.4pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $1,579-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,837 | $2,768+2.5% | $2,8350% | $4,375-35.2% |
| Admin fee / account holder | $127 | $1,005-87.4% | $5,747-97.8% | $834-84.8% |