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 Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $48,812 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $225 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,487 | $102,382+41.1% | $147,005-1.7% | $80,874+78.7% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.2%+8.2pp | 67.6%+22.7pp |
| Annual return | 14.19% | 134.89%-120.7pp | 418.76%-404.6pp | 35.62%-21.4pp |
| Employer contribution / active EE | $6,014 | $3,715+61.9% | $4,934+21.9% | $2,756+118.2% |
| Participant deferral / active EE | $13,348 | $6,646+100.8% | $8,070+65.4% | $4,297+210.6% |
| Admin fee / account holder | $287 | $7,942-96.4% | $13,006-97.8% | $6,935-95.9% |