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) | $27,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,916 | $61,272+48.4% | $149,673-39.3% | $71,457+27.2% |
| Participation rate | 64.9% | 62.5%+2.4pp | 78.8%-13.9pp | 67.9%-3.1pp |
| Annual return | 15.98% | 35.85%-19.9pp | 134.42%-118.4pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,702 | $2,378-28.4% | $4,818-64.7% | $2,588-34.2% |
| Participant deferral / active EE | $3,077 | $2,917+5.5% | $5,680-45.8% | $4,289-28.3% |
| Admin fee / account holder | $416 | $1,261-67.0% | $13,210-96.8% | $1,587-73.8% |