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 & ASSOCIATES, INC. Service code 27 880 CARILLON PKWY # 4 FL 5 · SAINT PETERSBURG, FL 337161102 | Advisory (Plan) | $27,171 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $18,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,336 | $55,415-5.6% | $155,509-66.3% | $74,495-29.7% |
| Participation rate | 47.1% | 61.9%-14.8pp | 78.2%-31.1pp | 67.2%-20.1pp |
| Annual return | 12.02% | 268.50%-256.5pp | 64.67%-52.6pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,016 | $2,267-55.2% | $4,672-78.2% | $2,623-61.3% |
| Participant deferral / active EE | $1,380 | $2,836-51.3% | $5,626-75.5% | $4,346-68.2% |
| Admin fee / account holder | $347 | $1,738-80.0% | $15,912-97.8% | $1,942-82.1% |