See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $37,753 |
E. PERRY2 years Filed as: PERRY & ASSOCIATES CPAS A.C. Service code 10 313 2ND ST · MARIETTA, OH 45750 | Accounting | $10,000 |
METRO BENEFITS, INC.1 year Filed as: METRO BENEFITS INC Service code 13 8150 PERRY HWY STE 311 · PITTSBURGH, PA 15237 | Contract Administrator | $9,045 |
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 | $130,672 | $80,724+61.9% | $103,333+26.5% | $74,495+75.4% |
| Participation rate | 73.8% | 65.7%+8.1pp | 74.5%-0.7pp | 67.2%+6.6pp |
| Annual return | 24.46% | 27.56%-3.1pp | 24.88%-0.4pp | 1364.94%-1340.5pp |
| Employer contribution / active EE | $2,547 | $3,157-19.3% | $3,868-34.2% | $2,623-2.9% |
| Participant deferral / active EE | $5,534 | $3,860+43.4% | $5,057+9.4% | $4,346+27.3% |
| Admin fee / account holder | $427 | $2,368-82.0% | $8,355-94.9% | $1,942-78.0% |