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) | $37,022 |
METRO BENEFITS, INC.3 years Filed as: METRO BENEFITS INC. Service code 13 8150 PERRY HIGHWAY STE. 311 · PITTSBURGH, PA 152375232 | Contract Administrator | $12,759 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,075 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,960 | $60,261-18.8% | $81,783-40.1% | $74,546-34.3% |
| Participation rate | 74.0% | 62.9%+11.1pp | 72.4%+1.6pp | 67.2%+6.8pp |
| Annual return | 12.19% | 16.88%-4.7pp | 775.05%-762.9pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $1,787 | $2,622-31.8% | $2,913-38.7% | $2,624-31.9% |
| Participant deferral / active EE | $3,891 | $3,388+14.9% | $4,320-9.9% | $4,347-10.5% |
| Admin fee / account holder | $10 | $1,482-99.3% | $7,380-99.9% | $1,944-99.5% |