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 AND ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $12,211 |
Filed as: FIDELITY INVESTMENTS INSITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $10,591 |
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 | $45,486 | $91,407-50.2% | $135,903-66.5% | $71,457-36.3% |
| Participation rate | 95.0% | 75.7%+19.4pp | 81.9%+13.1pp | 67.9%+27.1pp |
| Annual return | 42.33% | 29.90%+12.4pp | 68.23%-25.9pp | 28.85%+13.5pp |
| Employer contribution / active EE | $7,185 | $3,703+94.0% | $4,856+48.0% | $2,588+177.7% |
| Participant deferral / active EE | $15,414 | $7,092+117.3% | $7,758+98.7% | $4,289+259.4% |
| Admin fee / account holder | $102 | $1,266-92.0% | $10,762-99.1% | $1,587-93.6% |