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.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES AND ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $20,870 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $19,738 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $3,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,084 | $45,031+108.9% | $84,966+10.7% | $77,643+21.2% |
| Participation rate | 25.4% | 48.7%-23.3pp | 67.5%-42.1pp | 70.6%-45.2pp |
| Annual return | 31.70% | 79.22%-47.5pp | 66.38%-34.7pp | 31.24%+0.5pp |
| Employer contribution / active EE | $814 | $1,609-49.4% | $2,727-70.2% | $2,726-70.1% |
| Participant deferral / active EE | $1,641 | $2,807-41.5% | $4,519-63.7% | $4,647-64.7% |
| Admin fee / account holder | $340 | $912-62.7% | $6,149-94.5% | $430-20.9% |