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 Service code 26 880 CARILLON PARKWAY · PETERSBURG, FL 33716 | Advisory (Participants) | $18,160 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $11,083 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 12 415 8TH AVE NE · BRAINERD, MN 56401 | Claims processing; Distribution (12b-... | $3,925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,413 | $65,435-3.1% | $86,677-26.8% | $66,914-5.2% |
| Participation rate | 81.5% | 75.5%+6.1pp | 76.6%+4.9pp | 69.8%+11.7pp |
| Annual return | -14.45% | -10.89%-3.6pp | 35.91%-50.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,704 | $2,153-20.8% | $2,836-39.9% | $2,544-33.0% |
| Participant deferral / active EE | $3,663 | $4,100-10.7% | $4,656-21.3% | $4,237-13.5% |
| Admin fee / account holder | $234 | $642-63.6% | $7,493-96.9% | $593-60.6% |