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 & ASSOCIATES INC. Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $26,407 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $23,971 |
Service code 13 2 N RIVERSIDE PLAZA, SUITE 1230 · CHICAGO, IL 60606 | Contract Administrator | $4,650 |
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 | $62,591 | $59,159+5.8% | $159,960-60.9% | $66,914-6.5% |
| Participation rate | 96.0% | 68.1%+27.9pp | 78.0%+18.0pp | 69.8%+26.2pp |
| Annual return | -16.95% | -12.26%-4.7pp | 408.60%-425.6pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,591 | $1,983-19.8% | $4,226-62.3% | $2,544-37.5% |
| Participant deferral / active EE | $7,069 | $4,395+60.9% | $6,182+14.3% | $4,237+66.8% |
| Admin fee / account holder | $411 | $591-30.4% | $8,698-95.3% | $593-30.7% |