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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Service code 16 880 CARILLON PARKWAY · ST PETERSBURG, FL 337161294 | Consulting | $63,802 |
FIRST MERCANTILE TRUST COMPANY2+ years Service code 12 · EIN 62-0951563 | Trustee (directed); Participant loan ... | $32,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,943 | $42,772+140.7% | $87,507+17.6% | $55,167+86.6% |
| Participation rate | 49.0% | 66.5%-17.5pp | 73.8%-24.8pp | 69.0%-20.0pp |
| Annual return | 7.38% | 21.20%-13.8pp | 12.21%-4.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,550-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,901 | $2,342-18.8% | $3,149-39.6% | $3,054-37.8% |
| Admin fee / account holder | $2 | $461-99.5% | $4,221-99.9% | $504-99.5% |