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 |
|---|---|---|
Service code 99 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Other Fees | $7,473 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $295 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,266 | $45,343-48.7% | $150,298-84.5% | $67,986-65.8% |
| Participation rate | 89.2% | 51.9%+37.4pp | 77.8%+11.5pp | 57.2%+32.0pp |
| Annual return | 10.24% | 33.28%-23.0pp | 62.79%-52.5pp | 31.67%-21.4pp |
| Employer contribution / active EE | $2,268 | $1,462+55.1% | $4,154-45.4% | $2,019+12.3% |
| Participant deferral / active EE | $310 | $2,055-84.9% | $5,453-94.3% | $3,358-90.8% |
| Admin fee / account holder | $101 | $2,250-95.5% | $14,116-99.3% | $3,203-96.9% |