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) | $56,978 |
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,807 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,844 | $59,584+106.2% | $86,874+41.4% | $79,386+54.7% |
| Participation rate | 75.2% | 67.7%+7.5pp | 71.6%+3.6pp | 70.7%+4.5pp |
| Annual return | 10.29% | 23.15%-12.9pp | 63.52%-53.2pp | 116.85%-106.6pp |
| Employer contribution / active EE | $2,399 | $1,768+35.7% | $2,495-3.9% | $2,427-1.2% |
| Participant deferral / active EE | $5,423 | $3,036+78.6% | $3,699+46.6% | $4,046+34.1% |
| Admin fee / account holder | $0 | $604-100.0% | $5,828-100.0% | $626-100.0% |