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 FSA INC Service code 26 · EIN 59-2937883 | Advisory (Participants) | $18,300 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,527 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,506 | $63,442-59.8% | $68,791-62.9% | $66,914-61.9% |
| Participation rate | 82.6% | 60.0%+22.6pp | 69.0%+13.6pp | 69.8%+12.8pp |
| Annual return | -16.06% | -8.29%-7.8pp | -6.38%-9.7pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,176 | $1,775+22.6% | $2,655-18.0% | $2,544-14.5% |
| Participant deferral / active EE | $3,582 | $2,945+21.6% | $3,941-9.1% | $4,237-15.5% |
| Admin fee / account holder | $134 | $577-76.8% | $4,932-97.3% | $593-77.4% |