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 · EIN 59-6798909 800 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $23,227 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $6,922 |
ARS RETIREMENT CORPORATION4 years Service code 13 · EIN 72-1108038 113 OIL CENTER DR · LAFAYETTE, LA 705032441 | Contract Administrator | $1,716 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,927 | $99,985+23.9% | $146,665-15.5% | $85,850+44.4% |
| Participation rate | 76.0% | 73.1%+3.0pp | 80.1%-4.0pp | 69.3%+6.7pp |
| Annual return | -14.36% | 18.93%-33.3pp | 22.74%-37.1pp | 318.53%-332.9pp |
| Employer contribution / active EE | $880 | $2,559-65.6% | $4,136-78.7% | $2,565-65.7% |
| Participant deferral / active EE | $2,629 | $4,006-34.4% | $5,506-52.3% | $3,952-33.5% |
| Admin fee / account holder | $331 | $7,702-95.7% | $10,280-96.8% | $6,260-94.7% |