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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $60,278 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,713 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,811 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,731 | $50,956+62.4% | $96,562-14.3% | $86,799-4.7% |
| Participation rate | 46.4% | 65.2%-18.8pp | 69.8%-23.4pp | 72.3%-25.8pp |
| Annual return | 10.16% | 21.27%-11.1pp | 37.78%-27.6pp | 97.91%-87.8pp |
| Employer contribution / active EE | $212 | $1,111-80.9% | $2,356-91.0% | $2,405-91.2% |
| Participant deferral / active EE | $2,834 | $2,954-4.1% | $3,849-26.4% | $4,131-31.4% |
| Admin fee / account holder | $350 | $166+110.7% | $6,181-94.3% | $170+106.3% |