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 SERVICES7+ years Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $18,957 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $5,936 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 PO BOX 250 · TIPTON, PA 16684 | Contract Administrator | $4,435 |
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 | $102,227 | $49,451+106.7% | $79,550+28.5% | $66,914+52.8% |
| Participation rate | 27.6% | 61.3%-33.7pp | 69.5%-41.9pp | 69.8%-42.2pp |
| Annual return | -11.32% | 84.25%-95.6pp | 0.16%-11.5pp | 1.58%-12.9pp |
| Employer contribution / active EE | $801 | $1,266-36.7% | $2,413-66.8% | $2,544-68.5% |
| Participant deferral / active EE | $1,874 | $3,159-40.7% | $3,985-53.0% | $4,237-55.8% |
| Admin fee / account holder | $708 | $595+19.1% | $6,832-89.6% | $593+19.4% |