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 Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $37,377 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,224 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Service code 55 880 CARILON PARKWAY · TREASURY - MF TRAILS, FL 33716 | Other Commissions | $3,129 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,751 | $73,638+5.6% | $108,410-28.3% | $79,386-2.1% |
| Participation rate | 88.1% | 77.4%+10.7pp | 80.1%+8.0pp | 70.7%+17.4pp |
| Annual return | 12.77% | 33.27%-20.5pp | 905.27%-892.5pp | 116.85%-104.1pp |
| Employer contribution / active EE | $2,519 | $2,397+5.1% | $3,558-29.2% | $2,427+3.8% |
| Participant deferral / active EE | $3,454 | $6,218-44.4% | $6,563-47.4% | $4,046-14.6% |
| Admin fee / account holder | $221 | $638-65.3% | $7,295-97.0% | $626-64.7% |