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 | Investment Management | $417,336 |
HILLTOP NATIONAL BANK1 year Filed as: HILLTOP BANK Service code 15 · EIN 83-0202762 300 COUNTRY CLUB ROAD · CASPER, WY 82609 | Recordkeeping | $99,007 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,085 | $72,482+14.6% | $129,110-35.6% | $64,808+28.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.3%+22.7pp | 71.5%+28.5pp |
| Annual return | -13.80% | -9.08%-4.7pp | -10.94%-2.9pp | 32.82%-46.6pp |
| Employer contribution / active EE | $12,985 | $4,247+205.7% | $5,052+157.0% | $2,506+418.2% |
| Participant deferral / active EE | $0 | $5,679-100.0% | $6,542-100.0% | $4,310-100.0% |
| Admin fee / account holder | $386 | $144+167.8% | $14,302-97.3% | $188+105.8% |