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) | $47,559 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $22,116 |
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 | $152,432 | $65,862+131.4% | $124,672+22.3% | $79,386+92.0% |
| Participation rate | 95.0% | 62.2%+32.7pp | 74.6%+20.3pp | 70.7%+24.3pp |
| Annual return | 24.17% | 19.02%+5.2pp | 5142.93%-5118.8pp | 116.85%-92.7pp |
| Employer contribution / active EE | $5,775 | $1,883+206.6% | $3,324+73.8% | $2,427+137.9% |
| Participant deferral / active EE | $4,797 | $2,772+73.0% | $4,614+4.0% | $4,046+18.6% |
| Admin fee / account holder | $400 | $673-40.5% | $7,493-94.7% | $626-36.1% |