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) | $24,798 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,519 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 12 415 8TH AVE NE · BRAINERD, MN 56401 | Distribution (12b-1) fees; Claims pro... | $3,875 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,393 | $87,870+26.8% | $113,168-1.6% | $74,304+49.9% |
| Participation rate | 76.4% | 70.7%+5.7pp | 76.6%-0.1pp | 60.3%+16.1pp |
| Annual return | 13.22% | 26.44%-13.2pp | 24.27%-11.0pp | 29.43%-16.2pp |
| Employer contribution / active EE | $1,795 | $2,277-21.2% | $2,975-39.7% | $2,241-19.9% |
| Participant deferral / active EE | $3,647 | $4,241-14.0% | $5,107-28.6% | $3,767-3.2% |
| Admin fee / account holder | $322 | $3,368-90.4% | $12,068-97.3% | $2,969-89.2% |