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 FINANCIAL. Service code 27 800 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $20,889 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,044 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,608 | $61,156+7.3% | $185,823-64.7% | $79,386-17.4% |
| Participation rate | 40.3% | 66.6%-26.3pp | 81.7%-41.4pp | 70.7%-30.4pp |
| Annual return | 14.30% | 19.45%-5.2pp | 122.05%-107.8pp | 116.85%-102.6pp |
| Employer contribution / active EE | $261 | $2,321-88.7% | $5,167-94.9% | $2,427-89.2% |
| Participant deferral / active EE | $1,386 | $2,789-50.3% | $5,568-75.1% | $4,046-65.7% |
| Admin fee / account holder | $410 | $710-42.2% | $16,237-97.5% | $626-34.5% |