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) | $30,049 |
Filed as: LAWRENCE R. MITCHELL & COMPANY CPA Service code 10 880 APOLLO ST STE 140 · EL SEGUNDO, CA 90245 | Accounting | $5,000 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 56401 | Contract Administrator | $1,500 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,656 | $61,272+39.8% | $149,673-42.8% | $71,457+19.9% |
| Participation rate | 71.8% | 62.5%+9.3pp | 78.8%-7.0pp | 67.9%+3.8pp |
| Annual return | 15.74% | 35.85%-20.1pp | 134.42%-118.7pp | 28.85%-13.1pp |
| Employer contribution / active EE | $3,304 | $2,378+38.9% | $4,818-31.4% | $2,588+27.7% |
| Participant deferral / active EE | $5,847 | $2,917+100.4% | $5,680+2.9% | $4,289+36.3% |
| Admin fee / account holder | $266 | $1,261-78.9% | $13,210-98.0% | $1,587-83.2% |