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 INSURANCE GROUP Service code 53 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Insurance Commissions | $7,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,574 | $64,909-57.5% | $82,313-66.5% | $62,292-55.7% |
| Participation rate | 30.9% | 74.9%-44.0pp | 76.9%-46.0pp | 69.5%-38.7pp |
| Annual return | 17.16% | 21.18%-4.0pp | 25.88%-8.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,028 | $1,676-38.7% | $2,428-57.7% | $2,042-49.7% |
| Participant deferral / active EE | $1,822 | $3,103-41.3% | $3,706-50.8% | $3,169-42.5% |
| Admin fee / account holder | $22 | $440-95.1% | $5,608-99.6% | $479-95.5% |