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 Service code 26 · EIN 59-1237041 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Participants) | $35,451 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,098 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,830 | $65,061+19.6% | $143,757-45.9% | $66,914+16.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.67% | -11.14%-4.5pp | -0.04%-15.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,542 | $2,361+7.7% | $4,951-48.7% | $2,544-0.1% |
| Participant deferral / active EE | $6,159 | $2,919+111.0% | $5,637+9.3% | $4,237+45.4% |
| Admin fee / account holder | $233 | $502-53.6% | $14,673-98.4% | $593-60.7% |