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 SERVICES3+ years Service code 16 880 CARILLON PARKWAY · ST PETERSBURG, FL 337161294 | Consulting | $67,317 |
FIRST MERCANTILE TRUST COMPANY3+ years Service code 12 · EIN 62-0951563 | Participant loan processing; Claims p... | $33,831 |
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 | $112,798 | $47,448+137.7% | $94,993+18.7% | $62,292+81.1% |
| Participation rate | 46.2% | 66.5%-20.3pp | 73.9%-27.7pp | 69.5%-23.4pp |
| Annual return | 17.19% | 22.64%-5.5pp | 27.12%-9.9pp | 28.90%-11.7pp |
| Employer contribution / active EE | $0 | $1,300-100.0% | $2,603-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,845 | $2,375-22.3% | $3,317-44.4% | $3,169-41.8% |
| Admin fee / account holder | $4 | $434-99.2% | $4,960-99.9% | $479-99.3% |