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) | $13,511 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,694 | $55,415-69.9% | $155,509-89.3% | $74,495-77.6% |
| Participation rate | 77.6% | 61.9%+15.7pp | 78.2%-0.6pp | 67.2%+10.4pp |
| Annual return | 12.82% | 268.50%-255.7pp | 64.67%-51.8pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $798 | $2,267-64.8% | $4,672-82.9% | $2,623-69.6% |
| Participant deferral / active EE | $1,446 | $2,836-49.0% | $5,626-74.3% | $4,346-66.7% |
| Admin fee / account holder | $101 | $1,738-94.2% | $15,912-99.4% | $1,942-94.8% |