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 28 · EIN 59-1237041 RJA 880 CARILLION PKWY · SAINT PETERSBURG, FL 33716 | Investment Management | $14,716 |
NATIONWIDE10+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $13,602 |
PROACCOUNT1 year Service code 25 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Directed Trustee | $2,111 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,210 | $50,815-74.0% | $155,509-91.5% | $77,643-83.0% |
| Participation rate | 47.5% | 63.1%-15.6pp | 78.2%-30.7pp | 70.6%-23.1pp |
| Annual return | 11.27% | 34.80%-23.5pp | 64.67%-53.4pp | 31.24%-20.0pp |
| Employer contribution / active EE | $376 | $1,993-81.1% | $4,672-92.0% | $2,726-86.2% |
| Participant deferral / active EE | $1,247 | $2,822-55.8% | $5,626-77.8% | $4,647-73.2% |
| Admin fee / account holder | $62 | $437-85.9% | $15,912-99.6% | $430-85.6% |