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) | $19,790 |
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,169 |
ERISA SMART1 year Service code 17 · EIN 45-5529798 2419 E HARBOR BLVD STE 163 · VENTURA, CA 93001 | Pension Consulting | $5,656 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $62,406 | $73,638-15.3% | $108,410-42.4% | $79,386-21.4% |
| Participation rate | 41.0% | 77.4%-36.3pp | 80.1%-39.1pp | 70.7%-29.7pp |
| Annual return | 13.49% | 33.27%-19.8pp | 905.27%-891.8pp | 116.85%-103.4pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,475 | $6,218-76.3% | $6,563-77.5% | $4,046-63.5% |
| Admin fee / account holder | $317 | $638-50.4% | $7,295-95.7% | $626-49.4% |