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) | $6,671 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,447 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,332 | $49,693-32.9% | $70,515-52.7% | $74,419-55.2% |
| Participation rate | 78.8% | 64.7%+14.2pp | 68.3%+10.5pp | 70.7%+8.1pp |
| Annual return | 18.63% | 21.22%-2.6pp | 32.77%-14.1pp | 34.38%-15.8pp |
| Employer contribution / active EE | $2,524 | $1,773+42.4% | $2,973-15.1% | $2,637-4.3% |
| Participant deferral / active EE | $4,164 | $3,376+23.4% | $4,567-8.8% | $4,528-8.0% |
| Admin fee / account holder | $158 | $316-49.9% | $6,412-97.5% | $348-54.5% |