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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES7+ years Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $19,203 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,414 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $5,475 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $952 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,746 | $61,052-23.4% | $142,863-67.3% | $79,386-41.1% |
| Participation rate | 77.0% | 60.1%+16.9pp | 71.9%+5.1pp | 70.7%+6.3pp |
| Annual return | 17.04% | 16.02%+1.0pp | 5637.54%-5620.5pp | 116.85%-99.8pp |
| Employer contribution / active EE | $1,335 | $1,481-9.8% | $4,144-67.8% | $2,427-45.0% |
| Participant deferral / active EE | $2,383 | $2,879-17.2% | $3,837-37.9% | $4,046-41.1% |
| Admin fee / account holder | $367 | $659-44.3% | $6,560-94.4% | $626-41.4% |