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 26 · EIN 59-2937883 800 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Participants) | $10,926 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,707 | $61,272-76.0% | $149,673-90.2% | $71,457-79.4% |
| Participation rate | 78.3% | 62.5%+15.8pp | 78.8%-0.5pp | 67.9%+10.4pp |
| Annual return | 16.66% | 35.85%-19.2pp | 134.42%-117.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $702 | $2,378-70.5% | $4,818-85.4% | $2,588-72.9% |
| Participant deferral / active EE | $1,336 | $2,917-54.2% | $5,680-76.5% | $4,289-68.8% |
| Admin fee / account holder | $95 | $1,261-92.5% | $13,210-99.3% | $1,587-94.0% |