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) | $39,572 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,127 |
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 | $57,798 | $76,050-24.0% | $96,544-40.1% | $71,457-19.1% |
| Participation rate | 84.4% | 74.4%+10.0pp | 76.0%+8.4pp | 67.9%+16.5pp |
| Annual return | 17.22% | 22.81%-5.6pp | 25.84%-8.6pp | 28.85%-11.6pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,190 | $4,215+23.1% | $4,851+7.0% | $4,289+21.0% |
| Admin fee / account holder | $144 | $2,707-94.7% | $8,252-98.3% | $1,587-90.9% |