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) | $31,849 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,224 |
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 | $93,822 | $82,978+13.1% | $129,995-27.8% | $71,457+31.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 15.41% | 20.60%-5.2pp | -137.18%+152.6pp | 28.85%-13.4pp |
| Employer contribution / active EE | $5,179 | $2,622+97.5% | $4,320+19.9% | $2,588+100.1% |
| Participant deferral / active EE | $6,604 | $4,432+49.0% | $5,820+13.5% | $4,289+54.0% |
| Admin fee / account holder | $344 | $1,729-80.1% | $10,614-96.8% | $1,587-78.3% |