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 FINANCIAL SERV Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $22,974 |
Filed as: LAWRENCE R. MITCHELL & COMPANY CPA Service code 10 880 APOLLO ST STE 140 · EL SEGUNDO, CA 90245 | Accounting | $8,750 |
QBI, LLC5+ years Service code 13 21031 VENTURA BLVD 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $4,792 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,615 | $52,953+50.3% | $172,739-53.9% | $65,185+22.1% |
| Participation rate | 63.6% | 66.2%-2.6pp | 82.6%-19.1pp | 70.2%-6.6pp |
| Annual return | 18.88% | 30.12%-11.2pp | 802.84%-784.0pp | 29.38%-10.5pp |
| Employer contribution / active EE | $1,637 | $2,190-25.3% | $5,143-68.2% | $2,177-24.8% |
| Participant deferral / active EE | $3,405 | $2,471+37.8% | $5,198-34.5% | $3,514-3.1% |
| Admin fee / account holder | $484 | $472+2.5% | $13,954-96.5% | $847-42.9% |