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 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $49,155 |
CORRIGAN KRAUSE1 year Filed as: CORRIGAN KRAUSE HARRISON LONG HARSA Service code 10 2055 CROCKER RD STE 300 · WESTLAKE, OH 44145 | Accounting | $16,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,858 | $55,416+33.3% | $75,972-2.8% | $77,643-4.9% |
| Participation rate | 96.0% | 63.6%+32.5pp | 69.1%+27.0pp | 70.6%+25.5pp |
| Annual return | 16.67% | 17.07%-0.4pp | 359.55%-342.9pp | 31.24%-14.6pp |
| Employer contribution / active EE | $2,399 | $1,788+34.2% | $2,685-10.6% | $2,726-12.0% |
| Participant deferral / active EE | $4,179 | $3,447+21.2% | $4,255-1.8% | $4,647-10.1% |
| Admin fee / account holder | $272 | $414-34.3% | $6,467-95.8% | $430-36.9% |