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.)
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 | $85,515-15.4% | $112,040-35.4% | $67,986+6.4% |
| Participation rate | 93.0% | 68.2%+24.8pp | 76.5%+16.5pp | 57.2%+35.8pp |
| Annual return | 12.79% | 29.68%-16.9pp | 24.52%-11.7pp | 31.67%-18.9pp |
| Employer contribution / active EE | $2,497 | $2,191+14.0% | $2,954-15.5% | $2,019+23.7% |
| Participant deferral / active EE | $3,151 | $4,014-21.5% | $5,098-38.2% | $3,358-6.2% |
| Admin fee / account holder | $410 | $3,774-89.1% | $12,098-96.6% | $3,203-87.2% |