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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES5+ years Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $15,249 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 PO BOX 250 · TIPTON, PA 16684 | Contract Administrator | $3,655 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $102,518 | $65,041+57.6% | $90,951+12.7% | $79,858+28.4% |
| Participation rate | 38.8% | 61.6%-22.8pp | 69.0%-30.2pp | 69.6%-30.9pp |
| Annual return | 13.00% | 30.45%-17.4pp | 134.60%-121.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $860 | $1,247-31.0% | $2,122-59.5% | $2,471-65.2% |
| Participant deferral / active EE | $2,024 | $2,512-19.4% | $3,373-40.0% | $3,740-45.9% |
| Admin fee / account holder | $416 | $4,536-90.8% | $5,959-93.0% | $5,306-92.2% |