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 & ASSOCIATES, INC. Service code 26 880 CARILLION PKWY · ST PETERSBURG, FL 33716 | Advisory (Participants) | $20,015 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,215 |
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 | $113,853 | $50,666+124.7% | $76,817+48.2% | $65,185+74.7% |
| Participation rate | 67.1% | 68.8%-1.7pp | 72.1%-5.0pp | 70.2%-3.1pp |
| Annual return | 19.40% | 28.51%-9.1pp | 1166.11%-1146.7pp | 29.38%-10.0pp |
| Employer contribution / active EE | $1,839 | $1,575+16.8% | $2,302-20.1% | $2,177-15.5% |
| Participant deferral / active EE | $4,300 | $2,647+62.5% | $3,336+28.9% | $3,514+22.4% |
| Admin fee / account holder | $0 | $463-100.0% | $6,420-100.0% | $847-100.0% |