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 9-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 |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $119,065 |
Service code 27 880 CARILLON PKWY · SAINT PETERSBURG, FL 337161102 | Advisory (Plan) | $112,591 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,516 | $81,908-6.6% | $90,749-15.7% | $64,808+18.1% |
| Participation rate | 99.0% | 80.5%+18.5pp | 75.7%+23.3pp | 71.5%+27.5pp |
| Annual return | -19.33% | -12.53%-6.8pp | -12.16%-7.2pp | 32.82%-52.1pp |
| Employer contribution / active EE | $3,090 | $3,065+0.8% | $2,921+5.8% | $2,506+23.3% |
| Participant deferral / active EE | $5,256 | $4,840+8.6% | $4,564+15.2% | $4,310+21.9% |
| Admin fee / account holder | $171 | $157+8.8% | $8,445-98.0% | $188-9.0% |