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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $43,634 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,439 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,139 | $98,727-43.1% | $113,168-50.4% | $85,563-34.4% |
| Participation rate | 85.7% | 80.8%+4.9pp | 76.6%+9.1pp | 66.0%+19.7pp |
| Annual return | 20.07% | 17.43%+2.6pp | 24.27%-4.2pp | 31.51%-11.4pp |
| Employer contribution / active EE | $1,878 | $2,907-35.4% | $2,975-36.9% | $2,654-29.2% |
| Participant deferral / active EE | $4,779 | $5,424-11.9% | $5,107-6.4% | $4,375+9.2% |
| Admin fee / account holder | $187 | $357-47.7% | $12,068-98.5% | $834-77.6% |