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 AND ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $136,574 | $73,638+85.5% | $95,952+42.3% | $73,488+85.8% |
| Participation rate | 69.7% | 76.2%-6.4pp | 77.1%-7.3pp | 70.7%-1.0pp |
| Annual return | 16.49% | 16.78%-0.3pp | 91.61%-75.1pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,833 | $1,863-1.6% | $2,541-27.9% | $2,270-19.2% |
| Participant deferral / active EE | $7,248 | $3,617+100.4% | $4,167+73.9% | $3,740+93.8% |
| Admin fee / account holder | $159 | $482-67.0% | $6,795-97.7% | $513-69.0% |