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 5-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 FINANCIAL SERVICES, I Service code 26 880 CARILLON PKWY · SAINT PETERSBURG, FL 337161102 | Advisory (Participants) | $2,544 |
STONES RIVER CONSULTING2 years Filed as: STONES RIVER CONSULTING, INC.. Service code 26 · EIN 45-3783933 2441 Q OLD FORT PARKWAY #407 · MURFREESBORO, TN 371284162 | Advisory (Participants) | $1,100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,416 | $71,516-95.2% | $98,439-96.5% | $71,457-95.2% |
| Participation rate | 99.2% | 72.7%+26.5pp | 75.2%+24.0pp | 67.9%+31.2pp |
| Annual return | 20.96% | 32.41%-11.5pp | 21.16%-0.2pp | 28.85%-7.9pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,594 | $4,109-61.2% | $4,738-66.4% | $4,289-62.8% |
| Admin fee / account holder | $94 | $1,675-94.4% | $8,948-99.0% | $1,587-94.1% |