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) | $64,767 |
AMERICAN FUNDS5+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $34,251 |
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 | $69,226 | $55,416+24.9% | $75,972-8.9% | $77,643-10.8% |
| Participation rate | 91.8% | 63.6%+28.3pp | 69.1%+22.8pp | 70.6%+21.3pp |
| Annual return | 17.35% | 17.07%+0.3pp | 359.55%-342.2pp | 31.24%-13.9pp |
| Employer contribution / active EE | $707 | $1,788-60.5% | $2,685-73.7% | $2,726-74.1% |
| Participant deferral / active EE | $3,616 | $3,447+4.9% | $4,255-15.0% | $4,647-22.2% |
| Admin fee / account holder | $359 | $414-13.3% | $6,467-94.5% | $430-16.6% |