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 10-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 FSA INC Service code 26 · EIN 59-2937883 | Advisory (Participants) | $8,567 |
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 | $46,186 | $58,879-21.6% | $178,490-74.1% | $73,488-37.2% |
| Participation rate | 86.0% | 66.2%+19.8pp | 81.9%+4.1pp | 70.7%+15.3pp |
| Annual return | 15.62% | 24.86%-9.2pp | 151.07%-135.4pp | 28.51%-12.9pp |
| Employer contribution / active EE | $2,369 | $2,236+6.0% | $5,011-52.7% | $2,270+4.4% |
| Participant deferral / active EE | $3,319 | $2,567+29.3% | $5,202-36.2% | $3,740-11.2% |
| Admin fee / account holder | $280 | $400-30.0% | $13,984-98.0% | $513-45.4% |