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 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $37,620 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,529 |
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 | $70,293 | $72,994-3.7% | $120,354-41.6% | $77,643-9.5% |
| Participation rate | 40.4% | 55.2%-14.8pp | 71.9%-31.5pp | 70.6%-30.2pp |
| Annual return | 16.84% | 18.23%-1.4pp | 107.15%-90.3pp | 31.24%-14.4pp |
| Employer contribution / active EE | $1,235 | $1,793-31.1% | $3,463-64.3% | $2,726-54.7% |
| Participant deferral / active EE | $2,385 | $3,011-20.8% | $4,991-52.2% | $4,647-48.7% |
| Admin fee / account holder | $219 | $658-66.7% | $9,423-97.7% | $430-49.0% |