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 5-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) | $13,377 |
Annual investment return 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 | $25,372 | $84,487-70.0% | $125,339-79.8% | $66,914-62.1% |
| Participation rate | 91.4% | 76.4%+15.0pp | 82.4%+9.1pp | 69.8%+21.6pp |
| Annual return | -18.88% | -8.39%-10.5pp | 572.05%-590.9pp | 1.58%-20.5pp |
| Employer contribution / active EE | $5,790 | $3,553+63.0% | $4,814+20.3% | $2,544+127.6% |
| Participant deferral / active EE | $12,425 | $6,781+83.2% | $7,446+66.9% | $4,237+193.3% |
| Admin fee / account holder | $203 | $685-70.3% | $10,010-98.0% | $593-65.7% |