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 · EIN 82-4555287 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $44,645 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $29,001 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $109,889 | $54,045+103.3% | $115,157-4.6% | $65,185+68.6% |
| Participation rate | 95.9% | 63.5%+32.4pp | 75.9%+20.0pp | 70.2%+25.7pp |
| Annual return | 6.02% | 26.55%-20.5pp | 35.60%-29.6pp | 29.38%-23.4pp |
| Employer contribution / active EE | $6,800 | $1,653+311.4% | $3,179+113.9% | $2,177+212.4% |
| Participant deferral / active EE | $3,970 | $2,504+58.5% | $4,168-4.8% | $3,514+13.0% |
| Admin fee / account holder | $366 | $626-41.4% | $7,088-94.8% | $847-56.7% |