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) | $21,034 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $5,620 |
ARS RETIREMENT CORPORATION5 years Service code 13 · EIN 72-1108038 113 OIL CENTER DR · LAFAYETTE, LA 705032441 | Contract Administrator | $775 |
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 | $109,031 | $81,900+33.1% | $119,609-8.8% | $68,494+59.2% |
| Participation rate | 73.2% | 71.9%+1.3pp | 79.3%-6.1pp | 67.9%+5.3pp |
| Annual return | -17.35% | -23.82%+6.5pp | -14.97%-2.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $927 | $2,693-65.6% | $4,232-78.1% | $2,596-64.3% |
| Participant deferral / active EE | $2,329 | $4,148-43.9% | $5,602-58.4% | $4,027-42.2% |
| Admin fee / account holder | $311 | $6,582-95.3% | $10,323-97.0% | $5,403-94.2% |