See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES Service code 28 880 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Investment Management | $30,478 |
NATIONWIDE6 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $12,646 |
NATIONWIDE2 years Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $9,508 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,070 | $86,944-85.0% | $107,525-87.8% | $74,304-82.4% |
| Participation rate | 90.0% | 59.6%+30.4pp | 75.1%+14.9pp | 60.3%+29.7pp |
| Annual return | 16.00% | 23.52%-7.5pp | 181.32%-165.3pp | 29.43%-13.4pp |
| Employer contribution / active EE | $200 | $2,757-92.8% | $3,754-94.7% | $2,241-91.1% |
| Participant deferral / active EE | $3,321 | $3,554-6.6% | $5,116-35.1% | $3,767-11.8% |
| Admin fee / account holder | $164 | $3,727-95.6% | $8,919-98.2% | $2,969-94.5% |