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) | $20,995 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,838 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,171 | $65,061-9.1% | $143,757-58.8% | $66,914-11.6% |
| Participation rate | 36.5% | 65.2%-28.7pp | 80.3%-43.8pp | 69.8%-33.3pp |
| Annual return | -13.32% | -11.14%-2.2pp | -0.04%-13.3pp | 1.58%-14.9pp |
| Employer contribution / active EE | $272 | $2,361-88.5% | $4,951-94.5% | $2,544-89.3% |
| Participant deferral / active EE | $1,396 | $2,919-52.2% | $5,637-75.2% | $4,237-67.1% |
| Admin fee / account holder | $422 | $502-15.9% | $14,673-97.1% | $593-28.8% |