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 5-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 & ASSOCIATES INC. Service code 27 880 CARILLON PKWY ATTN CONSULTING- · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $27,621 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,628 | $65,061+3.9% | $143,757-53.0% | $66,914+1.1% |
| Participation rate | 66.7% | 65.2%+1.5pp | 80.3%-13.6pp | 69.8%-3.1pp |
| Annual return | -16.32% | -11.14%-5.2pp | -0.04%-16.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,834 | $2,361-22.3% | $4,951-63.0% | $2,544-27.9% |
| Participant deferral / active EE | $3,282 | $2,919+12.4% | $5,637-41.8% | $4,237-22.5% |
| Admin fee / account holder | $299 | $502-40.5% | $14,673-98.0% | $593-49.6% |