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) | $11,642 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,732 | $61,272-25.4% | $149,673-69.4% | $71,457-36.0% |
| Participation rate | 81.1% | 62.5%+18.6pp | 78.8%+2.4pp | 67.9%+13.2pp |
| Annual return | 16.19% | 35.85%-19.7pp | 134.42%-118.2pp | 28.85%-12.7pp |
| Employer contribution / active EE | $3,521 | $2,378+48.0% | $4,818-26.9% | $2,588+36.1% |
| Participant deferral / active EE | $4,016 | $2,917+37.7% | $5,680-29.3% | $4,289-6.4% |
| Admin fee / account holder | $254 | $1,261-79.9% | $13,210-98.1% | $1,587-84.0% |