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) | $10,111 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,176 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $72,697 | $52,953+37.3% | $172,739-57.9% | $65,185+11.5% |
| Participation rate | 41.5% | 66.2%-24.7pp | 82.6%-41.2pp | 70.2%-28.7pp |
| Annual return | 20.14% | 30.12%-10.0pp | 802.84%-782.7pp | 29.38%-9.2pp |
| Employer contribution / active EE | $289 | $2,190-86.8% | $5,143-94.4% | $2,177-86.7% |
| Participant deferral / active EE | $1,664 | $2,471-32.7% | $5,198-68.0% | $3,514-52.6% |
| Admin fee / account holder | $235 | $472-50.2% | $13,954-98.3% | $847-72.2% |