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) | $48,919 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,394 | $98,750+74.6% | $149,696+15.2% | $79,858+115.9% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.5%+14.3pp | 69.6%+27.2pp |
| Annual return | 15.66% | 27.43%-11.8pp | 276.60%-260.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $674 | $3,216-79.1% | $4,644-85.5% | $2,471-72.7% |
| Participant deferral / active EE | $7,995 | $5,680+40.7% | $6,842+16.9% | $3,740+113.8% |
| Admin fee / account holder | $399 | $6,053-93.4% | $9,309-95.7% | $5,306-92.5% |