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 5-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) | $55,322 |
AMERICAN FUNDS4+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $28,519 |
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 | $63,083 | $51,045+23.6% | $70,515-10.5% | $71,457-11.7% |
| Participation rate | 94.1% | 59.4%+34.7pp | 68.3%+25.8pp | 67.9%+26.2pp |
| Annual return | 20.85% | 42.63%-21.8pp | 32.77%-11.9pp | 28.85%-8.0pp |
| Employer contribution / active EE | $713 | $1,790-60.2% | $2,973-76.0% | $2,588-72.5% |
| Participant deferral / active EE | $3,396 | $3,026+12.2% | $4,567-25.6% | $4,289-20.8% |
| Admin fee / account holder | $322 | $1,994-83.8% | $6,412-95.0% | $1,587-79.7% |