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 8-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 27 · EIN 59-2937883 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $6,147 |
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
Service code 26 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,732 | $56,485-81.0% | $185,823-94.2% | $86,799-87.6% |
| Participation rate | 19.8% | 65.5%-45.6pp | 81.7%-61.9pp | 72.3%-52.4pp |
| Annual return | 31.27% | 118.04%-86.8pp | 122.05%-90.8pp | 97.91%-66.6pp |
| Employer contribution / active EE | $301 | $1,843-83.7% | $5,167-94.2% | $2,405-87.5% |
| Participant deferral / active EE | $962 | $2,553-62.3% | $5,568-82.7% | $4,131-76.7% |
| Admin fee / account holder | $0 | $150-100.0% | $16,237-100.0% | $170-100.0% |