See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERV Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $37,046 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $1,950 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,597 | $55,415+77.9% | $155,509-36.6% | $74,495+32.4% |
| Participation rate | 67.9% | 61.9%+6.0pp | 78.2%-10.3pp | 67.2%+0.7pp |
| Annual return | 11.74% | 268.50%-256.8pp | 64.67%-52.9pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,898 | $2,267-16.3% | $4,672-59.4% | $2,623-27.6% |
| Participant deferral / active EE | $3,822 | $2,836+34.8% | $5,626-32.1% | $4,346-12.1% |
| Admin fee / account holder | $260 | $1,738-85.0% | $15,912-98.4% | $1,942-86.6% |