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 AND ASSOCIATES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $4,242 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,282 |
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 | $102,511 | $42,548+140.9% | $74,550+37.5% | $56,287+82.1% |
| Participation rate | 56.9% | 60.5%-3.6pp | 69.1%-12.3pp | 69.9%-13.0pp |
| Annual return | 14.31% | 12.40%+1.9pp | 32.53%-18.2pp | -9.96%+24.3pp |
| Employer contribution / active EE | $433 | $855-49.4% | $1,961-77.9% | $2,111-79.5% |
| Participant deferral / active EE | $2,440 | $2,277+7.2% | $3,108-21.5% | $3,350-27.1% |
| Admin fee / account holder | $84 | $467-82.1% | $5,060-98.3% | $521-83.9% |