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 27 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $9,629 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,892 | $58,879-79.8% | $178,490-93.3% | $73,488-83.8% |
| Participation rate | 82.7% | 66.2%+16.5pp | 81.9%+0.8pp | 70.7%+12.1pp |
| Annual return | 15.05% | 24.86%-9.8pp | 151.07%-136.0pp | 28.51%-13.5pp |
| Employer contribution / active EE | $504 | $2,236-77.5% | $5,011-89.9% | $2,270-77.8% |
| Participant deferral / active EE | $679 | $2,567-73.6% | $5,202-86.9% | $3,740-81.8% |
| Admin fee / account holder | $79 | $400-80.2% | $13,984-99.4% | $513-84.6% |