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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $78,260 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Participant... | $13,206 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,170 | $68,408-41.3% | $57,179-29.7% | $57,658-30.3% |
| Participation rate | 47.2% | 79.1%-32.0pp | 75.3%-28.2pp | 70.2%-23.1pp |
| Annual return | 6.46% | 8.51%-2.0pp | 14.59%-8.1pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,410 | $2,869-50.9% | $2,682-47.4% | $1,974-28.6% |
| Participant deferral / active EE | $679 | $2,903-76.6% | $3,096-78.1% | $3,061-77.8% |
| Admin fee / account holder | $277 | $70+298.0% | $3,139-91.2% | $95+193.2% |