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 |
|---|---|---|
Service code 27 800 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $5,661 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,228 |
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 | $36,886 | $55,636-33.7% | $81,983-55.0% | $73,488-49.8% |
| Participation rate | 80.5% | 62.3%+18.2pp | 69.2%+11.3pp | 70.7%+9.8pp |
| Annual return | 16.98% | 19.07%-2.1pp | 41.31%-24.3pp | 28.51%-11.5pp |
| Employer contribution / active EE | $1,641 | $1,625+1.0% | $2,498-34.3% | $2,270-27.7% |
| Participant deferral / active EE | $2,554 | $2,762-7.5% | $3,722-31.4% | $3,740-31.7% |
| Admin fee / account holder | $35 | $493-92.9% | $5,664-99.4% | $513-93.1% |