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) | $44,712 |
Service code 99 3325 SAW MILLS RUN BLVD · PITTSBURGH, PA 15227 | Other Fees | $13,000 |
METRO BENEFITS, INC.2 years Filed as: METRO BENEFITS INC Service code 13 8150 PERRY HWY STE 311 · PITTSBURGH, PA 15237 | Contract Administrator | $8,076 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $2,303 |
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 | $151,024 | $86,944+73.7% | $107,525+40.5% | $74,304+103.3% |
| Participation rate | 75.9% | 59.6%+16.4pp | 75.1%+0.8pp | 60.3%+15.6pp |
| Annual return | 16.43% | 23.52%-7.1pp | 181.32%-164.9pp | 29.43%-13.0pp |
| Employer contribution / active EE | $2,496 | $2,757-9.5% | $3,754-33.5% | $2,241+11.4% |
| Participant deferral / active EE | $5,129 | $3,554+44.3% | $5,116+0.3% | $3,767+36.2% |
| Admin fee / account holder | $470 | $3,727-87.4% | $8,919-94.7% | $2,969-84.2% |