See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES6+ years Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $18,772 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $8,584 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 PO BOX 250 · TIPTON, PA 16684 | Contract Administrator | $2,955 |
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 | $107,338 | $59,263+81.1% | $96,562+11.2% | $79,386+35.2% |
| Participation rate | 36.3% | 61.9%-25.6pp | 69.8%-33.5pp | 70.7%-34.4pp |
| Annual return | 11.75% | 27.07%-15.3pp | 37.78%-26.0pp | 116.85%-105.1pp |
| Employer contribution / active EE | $789 | $1,216-35.1% | $2,356-66.5% | $2,427-67.5% |
| Participant deferral / active EE | $1,822 | $2,948-38.2% | $3,849-52.7% | $4,046-55.0% |
| Admin fee / account holder | $635 | $658-3.6% | $6,181-89.7% | $626+1.3% |