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) | $31,766 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $18,908 |
Service code 13 10 S RIVERSIDE PLAZA, SUITE 875 · CHICAGO, IL 60606 | Contract Administrator | $3,150 |
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 | $89,522 | $77,314+15.8% | $177,989-49.7% | $80,856+10.7% |
| Participation rate | 90.3% | 65.7%+24.6pp | 77.1%+13.2pp | 67.6%+22.7pp |
| Annual return | 17.38% | 18.09%-0.7pp | 294.48%-277.1pp | 35.59%-18.2pp |
| Employer contribution / active EE | $2,416 | $2,292+5.4% | $3,949-38.8% | $2,755-12.3% |
| Participant deferral / active EE | $8,524 | $4,411+93.3% | $6,276+35.8% | $4,296+98.4% |
| Admin fee / account holder | $413 | $7,191-94.3% | $10,363-96.0% | $6,918-94.0% |