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 |
|---|---|---|
RJA 338 FEE1 year Service code 26 · EIN 59-1237041 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Participants) | $8,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,927 | $49,451+13.1% | $79,550-29.7% | $66,914-16.4% |
| Participation rate | 44.1% | 61.3%-17.2pp | 69.5%-25.3pp | 69.8%-25.7pp |
| Annual return | -19.29% | 84.25%-103.5pp | 0.16%-19.5pp | 1.58%-20.9pp |
| Employer contribution / active EE | $709 | $1,266-44.0% | $2,413-70.6% | $2,544-72.1% |
| Participant deferral / active EE | $1,447 | $3,159-54.2% | $3,985-63.7% | $4,237-65.8% |
| Admin fee / account holder | $767 | $595+28.9% | $6,832-88.8% | $593+29.2% |