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 & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $45,787 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,839 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,319 | $66,098+80.5% | $101,794+17.2% | $74,304+60.6% |
| Participation rate | 77.7% | 53.8%+24.0pp | 69.2%+8.5pp | 60.3%+17.4pp |
| Annual return | 18.24% | 19.59%-1.3pp | 30.53%-12.3pp | 29.43%-11.2pp |
| Employer contribution / active EE | $1,688 | $1,082+56.0% | $2,289-26.3% | $2,241-24.7% |
| Participant deferral / active EE | $2,860 | $2,781+2.8% | $4,084-30.0% | $3,767-24.1% |
| Admin fee / account holder | $316 | $4,146-92.4% | $8,777-96.4% | $2,969-89.4% |