See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL. Service code 27 800 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $26,063 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,331 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,953 | $65,561+23.5% | $86,188-6.1% | $75,163+7.7% |
| Participation rate | 64.9% | 60.5%+4.4pp | 69.0%-4.1pp | 67.2%-2.3pp |
| Annual return | 13.65% | 46.05%-32.4pp | 1168.45%-1154.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $697 | $1,553-55.1% | $2,380-70.7% | $2,670-73.9% |
| Participant deferral / active EE | $3,656 | $3,024+20.9% | $3,985-8.3% | $4,125-11.4% |
| Admin fee / account holder | $473 | $5,474-91.4% | $6,852-93.1% | $5,651-91.6% |