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 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $50,469 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $43,945 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,428 | $40,174+42.9% | $84,015-31.6% | $67,579-15.0% |
| Participation rate | 77.2% | 62.7%+14.5pp | 69.0%+8.2pp | 71.3%+5.9pp |
| Annual return | 22.04% | 25.82%-3.8pp | 71.31%-49.3pp | 378.56%-356.5pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,634 | $2,301+57.9% | $3,239+12.2% | $3,539+2.7% |
| Admin fee / account holder | $224 | $128+74.8% | $6,101-96.3% | $142+57.6% |