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) | $58,347 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $13,777 |
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 | $224,735 | $101,317+121.8% | $146,958+52.9% | $74,495+201.7% |
| Participation rate | 93.0% | 75.5%+17.5pp | 82.2%+10.8pp | 67.2%+25.8pp |
| Annual return | 15.40% | 8730.91%-8715.5pp | 418.34%-402.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $3,569 | $3,810-6.3% | $4,933-27.6% | $2,623+36.1% |
| Participant deferral / active EE | $9,473 | $7,303+29.7% | $8,070+17.4% | $4,346+118.0% |
| Admin fee / account holder | $606 | $1,739-65.1% | $12,998-95.3% | $1,942-68.8% |