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 10-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 |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $32,980 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,042 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,720 |
MORNINGSTAR1 year Service code 50 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Direct Payment | $3,128 |
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 | $179,994 | $105,181+71.1% | $159,436+12.9% | $85,850+109.7% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.8%+13.9pp | 69.3%+27.4pp |
| Annual return | 14.03% | 45.07%-31.0pp | 263.57%-249.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $728 | $3,318-78.1% | $4,829-84.9% | $2,565-71.6% |
| Participant deferral / active EE | $8,686 | $5,945+46.1% | $7,352+18.1% | $3,952+119.8% |
| Admin fee / account holder | $337 | $6,933-95.1% | $10,799-96.9% | $6,260-94.6% |