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 CARRILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $62,540 |
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $700 |
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 | $80,254 | $106,110-24.4% | $147,005-45.4% | $77,671+3.3% |
| Participation rate | 56.5% | 78.4%-21.9pp | 82.2%-25.6pp | 70.6%-14.1pp |
| Annual return | 13.96% | 56.77%-42.8pp | 418.76%-404.8pp | 31.21%-17.3pp |
| Employer contribution / active EE | $1,883 | $4,065-53.7% | $4,934-61.8% | $2,726-31.0% |
| Participant deferral / active EE | $3,688 | $7,992-53.9% | $8,070-54.3% | $4,648-20.7% |
| Admin fee / account holder | $200 | $338-40.7% | $13,006-98.5% | $430-53.5% |