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 28 P O BOX 23641 · ST. PETERSBURG, FL 33742 | Investment Management | $352,785 |
HILLTOP NATIONAL BANK11+ years Service code 15 300 COUNTRY CLUB RD · CASPER, WY 82609 | Recordkeeping | $127,567 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,741 | $79,634+39.1% | $183,328-39.6% | $79,634+39.1% |
| Participation rate | 99.0% | 62.5%+36.5pp | 77.3%+21.7pp | 62.5%+36.5pp |
| Annual return | 10.27% | 36.46%-26.2pp | 29.67%-19.4pp | 36.46%-26.2pp |
| Employer contribution / active EE | $10,375 | $2,529+310.2% | $5,055+105.2% | $2,529+310.2% |
| Participant deferral / active EE | $0 | $3,835-100.0% | $6,795-100.0% | $3,835-100.0% |
| Admin fee / account holder | $324 | $1,002-67.7% | $21,427-98.5% | $1,002-67.7% |