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) | $44,287 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $18,532 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,489 | $57,651+155.8% | $112,229+31.4% | $71,457+106.4% |
| Participation rate | 98.2% | 58.9%+39.3pp | 72.4%+25.8pp | 67.9%+30.3pp |
| Annual return | 9.33% | 18.32%-9.0pp | 30.20%-20.9pp | 28.85%-19.5pp |
| Employer contribution / active EE | $11,929 | $1,913+523.4% | $3,430+247.8% | $2,588+361.0% |
| Participant deferral / active EE | $5,797 | $2,863+102.5% | $4,798+20.8% | $4,289+35.2% |
| Admin fee / account holder | $408 | $1,581-74.2% | $7,748-94.7% | $1,587-74.3% |