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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES11+ years Filed as: RAYMOND JAMES FINANCIAL Service code 26 880 CARILLON PKWY · ST. PETERSBURG, FL 337161102 | Advisory (Participants) | $38,020 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 80-0709115 | Recordkeeping | $36,467 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,844 | $95,880+2.0% | $107,525-9.0% | $85,563+14.4% |
| Participation rate | 97.4% | 70.1%+27.3pp | 75.1%+22.4pp | 66.0%+31.5pp |
| Annual return | 18.76% | 68.06%-49.3pp | 181.32%-162.6pp | 31.51%-12.7pp |
| Employer contribution / active EE | $3,927 | $3,812+3.0% | $3,754+4.6% | $2,654+48.0% |
| Participant deferral / active EE | $8,016 | $4,201+90.8% | $5,116+56.7% | $4,375+83.2% |
| Admin fee / account holder | $199 | $1,025-80.6% | $8,919-97.8% | $834-76.1% |