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) | $25,476 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,283 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,321 | $65,041+46.6% | $90,951+4.8% | $79,858+19.4% |
| Participation rate | 57.1% | 61.6%-4.5pp | 69.0%-11.9pp | 69.6%-12.5pp |
| Annual return | 8.99% | 30.45%-21.5pp | 134.60%-125.6pp | 31.71%-22.7pp |
| Employer contribution / active EE | $440 | $1,247-64.7% | $2,122-79.3% | $2,471-82.2% |
| Participant deferral / active EE | $2,552 | $2,512+1.6% | $3,373-24.3% | $3,740-31.8% |
| Admin fee / account holder | $474 | $4,536-89.6% | $5,959-92.0% | $5,306-91.1% |