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 · SAINT PETERSBURG, FL 33716 | Advisory (Participants) | $48,962 |
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,009 | $54,590+130.8% | $81,930+53.8% | $73,488+71.5% |
| Participation rate | 60.0% | 68.3%-8.3pp | 72.0%-12.0pp | 70.7%-10.7pp |
| Annual return | 12.92% | 17.74%-4.8pp | 29.49%-16.6pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,565 | $1,636-4.4% | $4,310-63.7% | $2,270-31.1% |
| Participant deferral / active EE | $3,678 | $2,759+33.3% | $7,107-48.2% | $3,740-1.6% |
| Admin fee / account holder | $0 | $592-100.0% | $5,158-100.0% | $513-100.0% |