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 10-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 · EIN 59-2937883 | Advisory (Participants) | $14,146 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,999 | $55,415-6.2% | $155,509-66.6% | $74,495-30.2% |
| Participation rate | 91.2% | 61.9%+29.3pp | 78.2%+13.0pp | 67.2%+24.0pp |
| Annual return | 13.20% | 268.50%-255.3pp | 64.67%-51.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $3,779 | $2,267+66.7% | $4,672-19.1% | $2,623+44.1% |
| Participant deferral / active EE | $4,508 | $2,836+59.0% | $5,626-19.9% | $4,346+3.7% |
| Admin fee / account holder | $289 | $1,738-83.4% | $15,912-98.2% | $1,942-85.1% |