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) | $43,338 |
THE W.L. BURMEISTER COMPANY11+ years Service code 13 · EIN 38-2928964 4930 CASCADE RD. SE, STE. F · GRAND RAPIDS, MI 49546 | Contract Administrator | $5,141 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,852 |
Employer contribution per participant 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 | $43,375 | $100,923-57.0% | $150,045-71.1% | $74,304-41.6% |
| Participation rate | 94.0% | 70.1%+23.9pp | 82.3%+11.6pp | 60.3%+33.6pp |
| Annual return | 16.98% | 51.77%-34.8pp | 62.55%-45.6pp | 29.43%-12.4pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,864 | $6,709-27.5% | $7,997-39.2% | $3,767+29.1% |
| Admin fee / account holder | $156 | $2,767-94.4% | $13,435-98.8% | $2,969-94.8% |