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 · SAINT PETERSBURG, FL 33716 | Advisory (Plan) | $16,217 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,089 | $66,813+7.9% | $100,516-28.3% | $73,488-1.9% |
| Participation rate | 39.6% | 77.5%-37.9pp | 79.4%-39.8pp | 70.7%-31.1pp |
| Annual return | 15.04% | 25.70%-10.7pp | 30.89%-15.9pp | 28.51%-13.5pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,293 | $5,883-78.0% | $6,270-79.4% | $3,740-65.4% |
| Admin fee / account holder | $298 | $512-41.8% | $8,081-96.3% | $513-41.9% |