See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $13,570 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 92150 | Recordkeeping Fees | $9,355 |
LPL FINANCIAL1+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $2,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $51,148 | $155,364-67.1% | $103,476-50.6% | $77,643-34.1% |
| Participation rate | 40.1% | 85.5%-45.4pp | 80.5%-40.4pp | 70.6%-30.5pp |
| Annual return | 0.00% | 19.02%-19.0pp | 23.90%-23.9pp | 31.24%-31.2pp |
| Employer contribution / active EE | $1,194 | $5,949-79.9% | $4,672-74.4% | $2,726-56.2% |
| Participant deferral / active EE | $2,075 | $8,482-75.5% | $6,623-68.7% | $4,647-55.4% |
| Admin fee / account holder | $105 | $503-79.1% | $9,413-98.9% | $430-75.6% |