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 & ASSOCIATES INC. Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $26,882 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $16,176 |
Service code 13 2 N RIVERSIDE PLAZA, SUITE 1230 · CHICAGO, IL 60606 | Contract Administrator | $7,390 |
DUFEK & COMPANY LLC1 year Filed as: DUFEK & COMPANY, LLC Service code 10 55 E. MONROE ST., SUITE 3800 · CHICAGO, IL 60603 | Accounting | $3,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,060 | $79,449-16.9% | $189,557-65.2% | $85,850-23.1% |
| Participation rate | 91.8% | 66.0%+25.8pp | 78.4%+13.3pp | 69.3%+22.4pp |
| Annual return | 13.10% | 18.45%-5.3pp | 64.17%-51.1pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,233 | $2,081-40.8% | $4,412-72.1% | $2,565-51.9% |
| Participant deferral / active EE | $6,299 | $4,051+55.5% | $6,174+2.0% | $3,952+59.4% |
| Admin fee / account holder | $354 | $5,377-93.4% | $9,807-96.4% | $6,260-94.4% |