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 6-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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES6+ years Service code 27 · EIN 59-2937883 | Advisory (Plan) | $74,737 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,346 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,675 | $89,808-26.9% | $100,391-34.6% | $77,643-15.4% |
| Participation rate | 83.3% | 81.2%+2.1pp | 81.5%+1.8pp | 70.6%+12.7pp |
| Annual return | 14.60% | 20.62%-6.0pp | 49.20%-34.6pp | 31.24%-16.6pp |
| Employer contribution / active EE | $1,441 | $3,039-52.6% | $3,942-63.4% | $2,726-47.1% |
| Participant deferral / active EE | $2,856 | $8,284-65.5% | $8,082-64.7% | $4,647-38.6% |
| Admin fee / account holder | $174 | $174-0.1% | $7,899-97.8% | $430-59.5% |