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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $41,704 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,444 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,251 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,881 | $93,131-45.4% | $106,548-52.2% | $86,799-41.4% |
| Participation rate | 96.2% | 81.4%+14.7pp | 76.1%+20.1pp | 72.3%+23.9pp |
| Annual return | 15.54% | 19.45%-3.9pp | 26.80%-11.3pp | 97.91%-82.4pp |
| Employer contribution / active EE | $2,285 | $2,895-21.1% | $2,819-18.9% | $2,405-5.0% |
| Participant deferral / active EE | $4,347 | $4,708-7.7% | $4,398-1.2% | $4,131+5.2% |
| Admin fee / account holder | $288 | $145+98.3% | $7,407-96.1% | $170+69.7% |