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) | $8,194 |
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,873 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,466 | $46,292-70.9% | $143,757-90.6% | $64,808-79.2% |
| Participation rate | 6.2% | 64.2%-58.0pp | 80.3%-74.1pp | 71.5%-65.3pp |
| Annual return | -12.00% | -10.05%-2.0pp | -0.04%-12.0pp | 32.82%-44.8pp |
| Employer contribution / active EE | $268 | $1,910-86.0% | $4,951-94.6% | $2,506-89.3% |
| Participant deferral / active EE | $944 | $2,646-64.3% | $5,637-83.3% | $4,310-78.1% |
| Admin fee / account holder | $114 | $154-25.9% | $14,673-99.2% | $188-39.3% |