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 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $50,954 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,697 |
Employer 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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,398 | $89,355+62.7% | $141,162+3.0% | $72,985+99.2% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 21.21% | 111.85%-90.6pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $553 | $3,114-82.3% | $4,735-88.3% | $2,440-77.4% |
| Participant deferral / active EE | $7,650 | $5,418+41.2% | $6,709+14.0% | $3,607+112.1% |
| Admin fee / account holder | $310 | $5,958-94.8% | $10,261-97.0% | $5,124-93.9% |