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) | $25,055 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,789 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 12 415 8TH AVE NE · BRAINERD, MN 56401 | Participant loan processing; Distribu... | $3,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,029 | $79,171+12.5% | $102,423-13.1% | $74,495+19.5% |
| Participation rate | 81.9% | 74.8%+7.1pp | 76.5%+5.4pp | 67.2%+14.7pp |
| Annual return | 23.94% | 54.93%-31.0pp | 29.32%-5.4pp | 1364.94%-1341.0pp |
| Employer contribution / active EE | $1,833 | $2,362-22.4% | $3,023-39.4% | $2,623-30.1% |
| Participant deferral / active EE | $4,069 | $4,415-7.8% | $5,053-19.5% | $4,346-6.4% |
| Admin fee / account holder | $272 | $2,001-86.4% | $9,451-97.1% | $1,942-86.0% |