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 9-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 |
|---|---|---|
Service code 27 8800 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $27,332 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,740 |
Filed as: TAX SHELTERED COMPENSATION Service code 13 · EIN 41-0955056 | Contract Administrator | $10,919 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,377 | $91,407-62.4% | $135,903-74.7% | $71,457-51.9% |
| Participation rate | 90.2% | 75.7%+14.6pp | 81.9%+8.3pp | 67.9%+22.3pp |
| Annual return | 20.37% | 29.90%-9.5pp | 68.23%-47.9pp | 28.85%-8.5pp |
| Employer contribution / active EE | $2,065 | $3,703-44.2% | $4,856-57.5% | $2,588-20.2% |
| Participant deferral / active EE | $4,548 | $7,092-35.9% | $7,758-41.4% | $4,289+6.0% |
| Admin fee / account holder | $338 | $1,266-73.3% | $10,762-96.9% | $1,587-78.7% |