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) | $31,206 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 564012853 | Contract Administrator | $6,523 |
Filed as: LAWRENCE R. MITCHELL & COMPANY CPA Service code 10 880 APOLLO ST STE 140 · EL SEGUNDO, CA 90245 | Accounting | $4,500 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $475 |
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 | $75,370 | $65,061+15.8% | $143,757-47.6% | $66,914+12.6% |
| Participation rate | 76.7% | 65.2%+11.5pp | 80.3%-3.6pp | 69.8%+6.9pp |
| Annual return | -15.13% | -11.14%-4.0pp | -0.04%-15.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,792 | $2,361+18.3% | $4,951-43.6% | $2,544+9.8% |
| Participant deferral / active EE | $5,470 | $2,919+87.4% | $5,637-3.0% | $4,237+29.1% |
| Admin fee / account holder | $324 | $502-35.4% | $14,673-97.8% | $593-45.4% |