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 FSA INC Service code 26 · EIN 59-2937883 880 CARILLION PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $33,795 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,330 |
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 | $98,570 | $86,655+13.7% | $119,609-17.6% | $66,914+47.3% |
| Participation rate | 97.2% | 75.6%+21.6pp | 79.3%+17.9pp | 69.8%+27.4pp |
| Annual return | -15.59% | -8.00%-7.6pp | -14.97%-0.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,901 | $2,536+14.4% | $4,232-31.4% | $2,544+14.0% |
| Participant deferral / active EE | $5,953 | $4,358+36.6% | $5,602+6.3% | $4,237+40.5% |
| Admin fee / account holder | $356 | $755-52.8% | $10,323-96.5% | $593-40.0% |