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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST.PETERSBURG, FL 33716 | Advisory (Plan) | $73,688 |
PENSION ASSURANCE LLP6 years Filed as: PENSION INNOVATIONS & CONSULTING Service code 13 7558 KING'S POINTE ROAD · TOLEDO, OH 43617 | Contract Administrator | $20,833 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,413 |
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 | $86,963 | $89,436-2.8% | $164,813-47.2% | $77,643+12.0% |
| Participation rate | 99.5% | 78.6%+20.9pp | 78.6%+20.9pp | 70.6%+28.9pp |
| Annual return | 15.65% | 28.83%-13.2pp | 69.93%-54.3pp | 31.24%-15.6pp |
| Employer contribution / active EE | $4,485 | $2,569+74.6% | $4,341+3.3% | $2,726+64.5% |
| Participant deferral / active EE | $6,080 | $4,897+24.2% | $6,031+0.8% | $4,647+30.8% |
| Admin fee / account holder | $345 | $339+1.5% | $12,690-97.3% | $430-19.9% |