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 PARKWAYHTTPS//RGF.FIS · SAINT PETERSBURG, FL 33716 | Recordkeeping | $11,437 |
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 | $95,138 | $96,128-1.0% | $136,007-30.0% | $80,856+17.7% |
| Participation rate | 94.9% | 71.2%+23.7pp | 76.5%+18.4pp | 67.6%+27.3pp |
| Annual return | 10.60% | 28.71%-18.1pp | 579.32%-568.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,023 | $3,351-39.6% | $4,217-52.0% | $2,755-26.6% |
| Participant deferral / active EE | $6,364 | $5,709+11.5% | $7,025-9.4% | $4,296+48.1% |
| Admin fee / account holder | $390 | $8,236-95.3% | $6,858-94.3% | $6,918-94.4% |