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) | $46,562 |
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,090 |
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 | $108,488 | $50,199+116.1% | $70,092+54.8% | $66,914+62.1% |
| Participation rate | 66.0% | 66.3%-0.3pp | 70.5%-4.5pp | 69.8%-3.8pp |
| Annual return | -12.70% | -13.85%+1.1pp | 190.73%-203.4pp | 1.58%-14.3pp |
| Employer contribution / active EE | $1,904 | $1,864+2.1% | $2,559-25.6% | $2,544-25.2% |
| Participant deferral / active EE | $4,084 | $3,112+31.2% | $3,849+6.1% | $4,237-3.6% |
| Admin fee / account holder | $0 | $600-100.0% | $6,267-100.0% | $593-100.0% |