See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $23,764 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $16,090 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,388 | $64,119+26.9% | $112,228-27.5% | $66,914+21.6% |
| Participation rate | 78.1% | 68.5%+9.6pp | 75.1%+3.0pp | 69.8%+8.3pp |
| Annual return | -15.62% | -13.81%-1.8pp | 27.45%-43.1pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,321 | $3,005-22.8% | $3,635-36.1% | $2,544-8.8% |
| Participant deferral / active EE | $4,756 | $3,693+28.8% | $4,728+0.6% | $4,237+12.3% |
| Admin fee / account holder | $290 | $625-53.7% | $6,410-95.5% | $593-51.2% |