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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $12,999 |
Filed as: EDWARD D JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $11,456 |
NOVA 401(K) ASSOCIATES2 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $8,919 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,022 | $51,045-47.1% | $70,515-61.7% | $71,457-62.2% |
| Participation rate | 84.5% | 59.4%+25.1pp | 68.3%+16.2pp | 67.9%+16.6pp |
| Annual return | 19.55% | 42.63%-23.1pp | 32.77%-13.2pp | 28.85%-9.3pp |
| Employer contribution / active EE | $2,679 | $1,790+49.7% | $2,973-9.9% | $2,588+3.5% |
| Participant deferral / active EE | $4,176 | $3,026+38.0% | $4,567-8.6% | $4,289-2.6% |
| Admin fee / account holder | $144 | $1,994-92.8% | $6,412-97.8% | $1,587-90.9% |