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 FINANCIAL ADVISORS, I Service code 99 · EIN 59-2937883 | Other Fees | $5,928 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,238 | $65,223-56.7% | $80,019-64.7% | $55,725-49.3% |
| Participation rate | 78.4% | 80.6%-2.1pp | 75.8%+2.6pp | 70.9%+7.6pp |
| Annual return | -4.74% | 7.59%-12.3pp | 11.22%-16.0pp | 244.93%-249.7pp |
| Employer contribution / active EE | $0 | $2,544-100.0% | $2,468-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,341 | $3,881-39.7% | $3,686-36.5% | $3,356-30.2% |
| Admin fee / account holder | $172 | $114+50.3% | $6,521-97.4% | $115+49.0% |