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 |
|---|---|---|
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $22,138 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $16,131 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,025 | $88,634+14.0% | $101,326-0.3% | $74,304+36.0% |
| Participation rate | 99.1% | 76.9%+22.3pp | 81.5%+17.6pp | 60.3%+38.8pp |
| Annual return | 19.65% | 33.10%-13.4pp | 36.82%-17.2pp | 29.43%-9.8pp |
| Employer contribution / active EE | $4,218 | $2,930+43.9% | $3,665+15.1% | $2,241+88.2% |
| Participant deferral / active EE | $5,817 | $7,322-20.6% | $7,994-27.2% | $3,767+54.4% |
| Admin fee / account holder | $290 | $2,425-88.0% | $11,185-97.4% | $2,969-90.2% |