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) | $17,273 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,388 | $49,915+31.0% | $154,803-57.8% | $74,304-12.0% |
| Participation rate | 84.6% | 54.0%+30.7pp | 78.1%+6.5pp | 60.3%+24.3pp |
| Annual return | 17.87% | 34.06%-16.2pp | 58.88%-41.0pp | 29.43%-11.6pp |
| Employer contribution / active EE | $4,122 | $1,611+155.8% | $4,305-4.3% | $2,241+83.9% |
| Participant deferral / active EE | $4,928 | $2,255+118.6% | $5,540-11.1% | $3,767+30.8% |
| Admin fee / account holder | $360 | $2,189-83.6% | $14,329-97.5% | $2,969-87.9% |