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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $45,897 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $23,561 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,835 | $65,557+64.5% | $105,738+2.0% | $56,287+91.6% |
| Participation rate | 97.8% | 63.4%+34.4pp | 76.3%+21.5pp | 69.9%+27.9pp |
| Annual return | 10.18% | -1.32%+11.5pp | 6.27%+3.9pp | -9.96%+20.1pp |
| Employer contribution / active EE | $6,072 | $1,788+239.6% | $3,268+85.8% | $2,111+187.6% |
| Participant deferral / active EE | $3,408 | $2,418+40.9% | $4,080-16.5% | $3,350+1.7% |
| Admin fee / account holder | $317 | $561-43.5% | $6,913-95.4% | $521-39.1% |