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 | -$2,758 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,767 | $76,050+94.3% | $96,544+53.1% | $71,457+106.8% |
| Participation rate | 65.3% | 74.4%-9.1pp | 76.0%-10.6pp | 67.9%-2.6pp |
| Annual return | 17.14% | 22.81%-5.7pp | 25.84%-8.7pp | 28.85%-11.7pp |
| Employer contribution / active EE | $1,936 | $2,244-13.7% | $2,965-34.7% | $2,588-25.2% |
| Participant deferral / active EE | $8,207 | $4,215+94.7% | $4,851+69.2% | $4,289+91.4% |
| Admin fee / account holder | $192 | $2,707-92.9% | $8,252-97.7% | $1,587-87.9% |