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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 13-2624428 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $41,495 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2624428 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $13,783 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,605 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,402 | $89,808+27.4% | $100,391+14.0% | $77,643+47.3% |
| Participation rate | 98.9% | 81.2%+17.7pp | 81.5%+17.5pp | 70.6%+28.4pp |
| Annual return | 14.23% | 20.62%-6.4pp | 49.20%-35.0pp | 31.24%-17.0pp |
| Employer contribution / active EE | $4,660 | $3,039+53.4% | $3,942+18.2% | $2,726+71.0% |
| Participant deferral / active EE | $10,437 | $8,284+26.0% | $8,082+29.1% | $4,647+124.6% |
| Admin fee / account holder | $166 | $174-4.9% | $7,899-97.9% | $430-61.5% |