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) | $22,326 |
Filed as: FIDELITY INVESTMENTS INSITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $16,642 |
Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,916 | $101,317-38.9% | $146,958-57.9% | $74,495-16.9% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.2%+15.0pp | 67.2%+29.9pp |
| Annual return | 17.98% | 8730.91%-8712.9pp | 418.34%-400.4pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $6,819 | $3,810+79.0% | $4,933+38.2% | $2,623+160.0% |
| Participant deferral / active EE | $15,038 | $7,303+105.9% | $8,070+86.3% | $4,346+246.0% |
| Admin fee / account holder | $176 | $1,739-89.9% | $12,998-98.6% | $1,942-91.0% |