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 FIN SERV ADVISORS Service code 15 880 CARILLON PARKWAY · SAINT PETERSBURG, FL 33716 | Recordkeeping | $42,620 |
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,294 |
KEATING & ASSOCIATES, INC.6 years Filed as: KEATING AND ASSOCIATES, INC. Service code 15 1011 POYNTZ AVE · MANHATTAN, KS 66503 | Recordkeeping | $5,997 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,987 | $90,745-0.8% | $130,231-30.9% | $75,163+19.7% |
| Participation rate | 93.8% | 71.1%+22.8pp | 76.3%+17.5pp | 67.2%+26.6pp |
| Annual return | 14.20% | 34.45%-20.3pp | 38.77%-24.6pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,708 | $3,314-48.4% | $4,126-58.6% | $2,670-36.0% |
| Participant deferral / active EE | $5,241 | $5,362-2.3% | $6,799-22.9% | $4,125+27.1% |
| Admin fee / account holder | $458 | $6,331-92.8% | $6,020-92.4% | $5,651-91.9% |