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 | $59,417-12.9% | $93,606-44.7% | $74,495-30.5% |
| Participation rate | 90.0% | 59.7%+30.3pp | 68.7%+21.3pp | 67.2%+22.8pp |
| Annual return | 23.43% | 81.83%-58.4pp | 133.20%-109.8pp | 1364.94%-1341.5pp |
| Employer contribution / active EE | $4,504 | $1,264+256.4% | $2,420+86.1% | $2,623+71.7% |
| Participant deferral / active EE | $4,622 | $3,050+51.5% | $4,411+4.8% | $4,346+6.4% |
| Admin fee / account holder | $163 | $3,021-94.6% | $8,285-98.0% | $1,942-91.6% |