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 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $37,637 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $7,776 |
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 | $207,662 | $105,181+97.4% | $159,436+30.2% | $85,850+141.9% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.8%+10.0pp | 69.3%+23.5pp |
| Annual return | 14.38% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $3,868 | $3,318+16.6% | $4,829-19.9% | $2,565+50.8% |
| Participant deferral / active EE | $10,233 | $5,945+72.1% | $7,352+39.2% | $3,952+158.9% |
| Admin fee / account holder | $417 | $6,933-94.0% | $10,799-96.1% | $6,260-93.3% |