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) | $34,344 |
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $8,837 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Directed Trustee | $1,500 |
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 | $112,529 | $88,083+27.8% | $164,813-31.7% | $74,495+51.1% |
| Participation rate | 96.7% | 73.0%+23.7pp | 78.6%+18.1pp | 67.2%+29.5pp |
| Annual return | 13.82% | 17.26%-3.4pp | 69.93%-56.1pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,266 | $2,593-12.6% | $4,341-47.8% | $2,623-13.6% |
| Participant deferral / active EE | $2,788 | $4,498-38.0% | $6,031-53.8% | $4,346-35.8% |
| Admin fee / account holder | $308 | $2,234-86.2% | $12,690-97.6% | $1,942-84.1% |