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) | $34,038 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,416 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,927 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,635 | $70,908-28.6% | $98,907-48.8% | $73,488-31.1% |
| Participation rate | 94.0% | 73.8%+20.2pp | 76.0%+18.0pp | 70.7%+23.3pp |
| Annual return | 14.29% | 34.17%-19.9pp | 196.43%-182.1pp | 28.51%-14.2pp |
| Employer contribution / active EE | $2,364 | $2,036+16.1% | $2,689-12.1% | $2,270+4.1% |
| Participant deferral / active EE | $4,407 | $3,500+25.9% | $4,244+3.8% | $3,740+17.8% |
| Admin fee / account holder | $279 | $535-47.8% | $6,642-95.8% | $513-45.5% |