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 Service code 26 · EIN 59-1237041 800 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $14,205 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,224 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,347 | $87,870-17.7% | $113,168-36.1% | $74,304-2.6% |
| Participation rate | 93.0% | 70.7%+22.3pp | 76.6%+16.4pp | 60.3%+32.7pp |
| Annual return | 12.79% | 26.44%-13.7pp | 24.27%-11.5pp | 29.43%-16.6pp |
| Employer contribution / active EE | $2,497 | $2,277+9.7% | $2,975-16.1% | $2,241+11.4% |
| Participant deferral / active EE | $3,151 | $4,241-25.7% | $5,107-38.3% | $3,767-16.4% |
| Admin fee / account holder | $410 | $3,368-87.8% | $12,068-96.6% | $2,969-86.2% |