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) | $48,347 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $13,652 |
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 | $195,342 | $91,407+113.7% | $135,903+43.7% | $71,457+173.4% |
| Participation rate | 93.5% | 75.7%+17.9pp | 81.9%+11.6pp | 67.9%+25.6pp |
| Annual return | 18.46% | 29.90%-11.4pp | 68.23%-49.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $3,776 | $3,703+2.0% | $4,856-22.2% | $2,588+45.9% |
| Participant deferral / active EE | $10,210 | $7,092+44.0% | $7,758+31.6% | $4,289+138.1% |
| Admin fee / account holder | $530 | $1,266-58.1% | $10,762-95.1% | $1,587-66.6% |