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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 26 · EIN 59-1517485 2100 NW BLVD · CDA, ID 83814 | Advisory (Participants) | $29,235 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,755 | $59,402-12.9% | $93,654-44.7% | $74,546-30.6% |
| Participation rate | 90.0% | 59.7%+30.3pp | 68.7%+21.3pp | 67.2%+22.8pp |
| Annual return | 23.43% | 81.86%-58.4pp | 133.34%-109.9pp | 1366.03%-1342.6pp |
| Employer contribution / active EE | $4,504 | $1,265+256.1% | $2,421+86.0% | $2,624+71.6% |
| Participant deferral / active EE | $4,622 | $3,049+51.6% | $4,413+4.7% | $4,347+6.3% |
| Admin fee / account holder | $163 | $3,023-94.6% | $8,282-98.0% | $1,944-91.6% |