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 & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $43,617 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,960 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,273 | $65,435-17.1% | $86,677-37.4% | $66,914-18.9% |
| Participation rate | 77.9% | 75.5%+2.5pp | 76.6%+1.3pp | 69.8%+8.1pp |
| Annual return | -17.64% | -10.89%-6.7pp | 35.91%-53.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,563 | $4,100+35.7% | $4,656+19.5% | $4,237+31.3% |
| Admin fee / account holder | $164 | $642-74.4% | $7,493-97.8% | $593-72.3% |