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 & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $65,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $38,876 |
EIDE BAILLY LLP2 years Service code 10 PO BOX 1914 · BISMARCK, ND 585021914 | Accounting | $11,600 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,499 | $101,317+158.1% | $146,958+77.9% | $74,495+251.0% |
| Participation rate | 96.8% | 75.5%+21.3pp | 82.2%+14.6pp | 67.2%+29.6pp |
| Annual return | 10.57% | 8730.91%-8720.3pp | 418.34%-407.8pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $6,540 | $3,810+71.6% | $4,933+32.6% | $2,623+149.3% |
| Participant deferral / active EE | $6,889 | $7,303-5.7% | $8,070-14.6% | $4,346+58.5% |
| Admin fee / account holder | $532 | $1,739-69.4% | $12,998-95.9% | $1,942-72.6% |