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 |
|---|---|---|
Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $19,229 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 99 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Other Fees | $5,510 |
AMERICAN FUNDS1 year Filed as: CAPITAL BANK & TRUST COMPANY Service code 15 · EIN 95-6817943 | Recordkeeping | $1,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,352 | $61,272-48.8% | $149,673-79.1% | $71,457-56.1% |
| Participation rate | 62.2% | 62.5%-0.3pp | 78.8%-16.6pp | 67.9%-5.7pp |
| Annual return | 20.33% | 35.85%-15.5pp | 134.42%-114.1pp | 28.85%-8.5pp |
| Employer contribution / active EE | $597 | $2,378-74.9% | $4,818-87.6% | $2,588-76.9% |
| Participant deferral / active EE | $1,682 | $2,917-42.4% | $5,680-70.4% | $4,289-60.8% |
| Admin fee / account holder | $5 | $1,261-99.6% | $13,210-100.0% | $1,587-99.7% |