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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,049 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $12,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,990 | $51,045+15.6% | $70,515-16.3% | $71,457-17.4% |
| Participation rate | 52.8% | 59.4%-6.6pp | 68.3%-15.5pp | 67.9%-15.1pp |
| Annual return | 17.03% | 42.63%-25.6pp | 32.77%-15.7pp | 28.85%-11.8pp |
| Employer contribution / active EE | $927 | $1,790-48.2% | $2,973-68.8% | $2,588-64.2% |
| Participant deferral / active EE | $3,267 | $3,026+7.9% | $4,567-28.5% | $4,289-23.8% |
| Admin fee / account holder | $250 | $1,994-87.5% | $6,412-96.1% | $1,587-84.3% |