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 3-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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 | Advisory (Participants) | $4,081 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,220 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,603 | $64,871-82.1% | $129,110-91.0% | $66,914-82.7% |
| Participation rate | 93.9% | 74.0%+20.0pp | 77.3%+16.7pp | 69.8%+24.1pp |
| Annual return | 0.00% | -12.21%+12.2pp | -10.94%+10.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,679 | $3,741-55.1% | $5,052-66.8% | $2,544-34.0% |
| Participant deferral / active EE | $1,922 | $5,090-62.2% | $6,542-70.6% | $4,237-54.6% |
| Admin fee / account holder | $40 | $629-93.7% | $14,302-99.7% | $593-93.3% |