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 28 · EIN 59-1237041 RJA 880 CARILLION PKWY · SAINT PETERSBUR, FL 33716 | Investment Management | $52,067 |
NATIONWIDE6 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $10,617 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $1,436 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $132,042 | $62,127+112.5% | $81,382+62.2% | $74,495+77.2% |
| Participation rate | 64.6% | 64.0%+0.5pp | 69.5%-4.9pp | 67.2%-2.6pp |
| Annual return | 10.99% | 16.48%-5.5pp | 24.73%-13.7pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $2,409 | $1,882+28.0% | $2,463-2.2% | $2,623-8.2% |
| Participant deferral / active EE | $4,561 | $3,229+41.3% | $3,883+17.5% | $4,346+5.0% |
| Admin fee / account holder | $656 | $1,934-66.1% | $5,768-88.6% | $1,942-66.2% |