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 5-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 |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $27,492 |
Filed as: FIDELITY INVESTMENTS INSITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $23,916 |
Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,043 | $100,923-17.7% | $150,045-44.7% | $74,304+11.8% |
| Participation rate | 92.8% | 70.1%+22.7pp | 82.3%+10.5pp | 60.3%+32.5pp |
| Annual return | 22.97% | 51.77%-28.8pp | 62.55%-39.6pp | 29.43%-6.5pp |
| Employer contribution / active EE | $6,800 | $3,463+96.3% | $4,693+44.9% | $2,241+203.4% |
| Participant deferral / active EE | $15,361 | $6,709+128.9% | $7,997+92.1% | $3,767+307.7% |
| Admin fee / account holder | $277 | $2,767-90.0% | $13,435-97.9% | $2,969-90.7% |