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 7-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 FSA INC Service code 26 | Advisory (Participants) | $25,578 |
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 | $47,180 | $78,419-39.8% | $133,956-64.8% | $73,409-35.7% |
| Participation rate | 74.3% | 78.6%-4.3pp | 79.8%-5.6pp | 72.2%+2.1pp |
| Annual return | 15.97% | 33.35%-17.4pp | 45.09%-29.1pp | 59.29%-43.3pp |
| Employer contribution / active EE | $1,746 | $2,044-14.6% | $3,919-55.4% | $2,234-21.8% |
| Participant deferral / active EE | $3,664 | $3,925-6.7% | $5,048-27.4% | $3,805-3.7% |
| Admin fee / account holder | $212 | $161+31.5% | $8,927-97.6% | $158+34.3% |