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 ASSO INC Service code 16 · EIN 59-1237041 | Consulting | $10,471 |
Service code 38 · EIN 35-0145825 | Participant Communication | $23 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,311 | $46,722-41.5% | $130,648-79.1% | $65,185-58.1% |
| Participation rate | 62.6% | 60.9%+1.7pp | 71.7%-9.1pp | 70.2%-7.6pp |
| Annual return | 21.69% | 24.17%-2.5pp | 1708.96%-1687.3pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,047 | $1,488-29.6% | $4,092-74.4% | $2,177-51.9% |
| Participant deferral / active EE | $1,960 | $2,545-23.0% | $3,603-45.6% | $3,514-44.2% |
| Admin fee / account holder | $111 | $453-75.5% | $5,464-98.0% | $847-86.9% |