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 800 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $10,705 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,113 | $65,061-81.4% | $143,757-91.6% | $66,914-81.9% |
| Participation rate | 79.3% | 65.2%+14.2pp | 80.3%-1.0pp | 69.8%+9.5pp |
| Annual return | -16.25% | -11.14%-5.1pp | -0.04%-16.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $799 | $2,361-66.2% | $4,951-83.9% | $2,544-68.6% |
| Participant deferral / active EE | $1,096 | $2,919-62.5% | $5,637-80.6% | $4,237-74.1% |
| Admin fee / account holder | $92 | $502-81.7% | $14,673-99.4% | $593-84.5% |