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) | $21,400 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,159 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 12 415 8TH AVE NE · BRAINERD, MN 56401 | Distribution (12b-1) fees; Participan... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,498 | $80,968+11.8% | $96,544-6.3% | $75,163+20.4% |
| Participation rate | 89.8% | 71.8%+18.0pp | 76.0%+13.8pp | 67.2%+22.6pp |
| Annual return | 12.63% | 27.06%-14.4pp | 25.84%-13.2pp | 160.62%-148.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,526 | $3,928+15.2% | $4,851-6.7% | $4,125+9.7% |
| Admin fee / account holder | $330 | $6,724-95.1% | $8,252-96.0% | $5,651-94.2% |