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) | $46,324 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $21,244 |
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 | $168,339 | $62,327+170.1% | $120,354+39.9% | $74,495+126.0% |
| Participation rate | 96.0% | 56.8%+39.2pp | 71.9%+24.1pp | 67.2%+28.8pp |
| Annual return | 13.66% | 18.61%-4.9pp | 107.15%-93.5pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $7,948 | $1,843+331.2% | $3,463+129.6% | $2,623+203.0% |
| Participant deferral / active EE | $5,704 | $2,893+97.2% | $4,991+14.3% | $4,346+31.3% |
| Admin fee / account holder | $433 | $2,396-81.9% | $9,423-95.4% | $1,942-77.7% |