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 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $37,638 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,279 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,843 | $87,870+21.6% | $113,168-5.6% | $74,304+43.8% |
| Participation rate | 96.3% | 70.7%+25.6pp | 76.6%+19.8pp | 60.3%+36.0pp |
| Annual return | 15.75% | 26.44%-10.7pp | 24.27%-8.5pp | 29.43%-13.7pp |
| Employer contribution / active EE | $2,594 | $2,277+13.9% | $2,975-12.8% | $2,241+15.7% |
| Participant deferral / active EE | $6,273 | $4,241+47.9% | $5,107+22.8% | $3,767+66.5% |
| Admin fee / account holder | $199 | $3,368-94.1% | $12,068-98.4% | $2,969-93.3% |