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) | $14,927 |
Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $3,431 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $654 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,937 | $65,409-0.7% | $98,442-34.0% | $85,850-24.4% |
| Participation rate | 88.0% | 65.0%+23.0pp | 73.3%+14.7pp | 69.3%+18.7pp |
| Annual return | 13.59% | 21.76%-8.2pp | 1492.73%-1479.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $5,392 | $2,168+148.7% | $2,960+82.2% | $2,565+110.2% |
| Participant deferral / active EE | $6,716 | $3,166+112.1% | $4,276+57.1% | $3,952+70.0% |
| Admin fee / account holder | $155 | $4,593-96.6% | $5,949-97.4% | $6,260-97.5% |