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 | $124,732-11.2% | $180,183-38.5% | $85,563+29.4% |
| Participation rate | 99.0% | 83.2%+15.8pp | 77.4%+21.6pp | 66.0%+33.1pp |
| Annual return | 10.27% | 17.73%-7.5pp | 27.86%-17.6pp | 31.51%-21.2pp |
| Employer contribution / active EE | $10,375 | $5,370+93.2% | $5,039+105.9% | $2,654+291.0% |
| Participant deferral / active EE | $0 | $7,763-100.0% | $6,822-100.0% | $4,375-100.0% |
| Admin fee / account holder | $324 | $294+10.3% | $19,975-98.4% | $834-61.2% |