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) | $42,558 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,215 |
TSC 401K2 years Service code 13 · EIN 41-0955056 | Contract Administrator | $3,509 |
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 | $47,184 | $100,923-53.2% | $150,045-68.6% | $74,304-36.5% |
| Participation rate | 93.2% | 70.1%+23.2pp | 82.3%+10.9pp | 60.3%+32.9pp |
| Annual return | 17.14% | 51.77%-34.6pp | 62.55%-45.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $2,119 | $3,463-38.8% | $4,693-54.8% | $2,241-5.4% |
| Participant deferral / active EE | $4,947 | $6,709-26.3% | $7,997-38.1% | $3,767+31.3% |
| Admin fee / account holder | $382 | $2,767-86.2% | $13,435-97.2% | $2,969-87.1% |