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 PETERSBURGH, FL 33716 | Advisory (Plan) | $63,212 |
JPMORGAN INVEST HOLDINGS LLC8 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,279 | $119,446-29.4% | $150,045-43.8% | $85,563-1.5% |
| Participation rate | 66.9% | 75.4%-8.5pp | 82.3%-15.4pp | 66.0%+1.0pp |
| Annual return | 15.44% | 23.72%-8.3pp | 62.55%-47.1pp | 31.51%-16.1pp |
| Employer contribution / active EE | $2,201 | $4,078-46.0% | $4,693-53.1% | $2,654-17.1% |
| Participant deferral / active EE | $4,251 | $7,985-46.8% | $7,997-46.8% | $4,375-2.8% |
| Admin fee / account holder | $192 | $548-65.0% | $13,435-98.6% | $834-77.0% |