See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 880 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Advisory (Participants) | $27,192 |
ASCENSUS LLC4 years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 10 800 WEST COMMERCE ROAD · NEW ORLEANS, LA 70123 | Accounting | $5,508 |
NATIONWIDE5 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $1,172 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,409 | $101,317-22.6% | $146,958-46.6% | $74,495+5.3% |
| Participation rate | 75.5% | 75.5%0pp | 82.2%-6.7pp | 67.2%+8.3pp |
| Annual return | 18.33% | 8730.91%-8712.6pp | 418.34%-400.0pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $2,370 | $3,810-37.8% | $4,933-52.0% | $2,623-9.6% |
| Participant deferral / active EE | $7,730 | $7,303+5.8% | $8,070-4.2% | $4,346+77.9% |
| Admin fee / account holder | $200 | $1,739-88.5% | $12,998-98.5% | $1,942-89.7% |