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) | $52,820 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $14,166 |
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 | $181,032 | $68,914+162.7% | $136,749+32.4% | $74,304+143.6% |
| Participation rate | 96.1% | 51.3%+44.7pp | 72.1%+23.9pp | 60.3%+35.7pp |
| Annual return | 12.93% | 16.34%-3.4pp | 24.33%-11.4pp | 29.43%-16.5pp |
| Employer contribution / active EE | $7,423 | $1,561+375.5% | $3,400+118.4% | $2,241+231.2% |
| Participant deferral / active EE | $5,902 | $2,541+132.3% | $4,692+25.8% | $3,767+56.7% |
| Admin fee / account holder | $419 | $3,149-86.7% | $11,386-96.3% | $2,969-85.9% |