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 6-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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Service code 27 · EIN 59-2937883 | Advisory (Plan) | $67,755 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,273 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,252 | $78,781-27.3% | $100,516-43.0% | $73,409-22.0% |
| Participation rate | 93.1% | 80.0%+13.1pp | 79.4%+13.7pp | 72.2%+20.9pp |
| Annual return | 24.76% | 31.69%-6.9pp | 30.89%-6.1pp | 59.29%-34.5pp |
| Employer contribution / active EE | $1,302 | $2,420-46.2% | $3,418-61.9% | $2,234-41.7% |
| Participant deferral / active EE | $2,838 | $6,537-56.6% | $6,270-54.7% | $3,805-25.4% |
| Admin fee / account holder | $144 | $145-0.9% | $8,081-98.2% | $158-8.8% |