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 CARILON PARKWAY TREASURY - MF T · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $38,162 |
THE W.L. BURMEISTER COMPANY10+ years Service code 13 · EIN 38-2928964 4930 CASCADE RD. SE, STE. F · GRAND RAPIDS, MI 49546 | Contract Administrator | $5,132 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,700 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,154 | $101,499-60.4% | $147,005-72.7% | $74,546-46.1% |
| Participation rate | 92.2% | 75.5%+16.6pp | 82.2%+10.0pp | 67.2%+24.9pp |
| Annual return | 12.15% | 8732.34%-8720.2pp | 418.76%-406.6pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,765 | $7,304-34.8% | $8,070-41.0% | $4,347+9.6% |
| Admin fee / account holder | $148 | $1,748-91.5% | $13,006-98.9% | $1,944-92.4% |