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 |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $16,264 |
Service code 27 880 CARILON PARKWAY TREASURY -MF · ST PETERSBURG, FL 33716 | Advisory (Plan) | $15,122 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,620 | $58,320-8.1% | $86,436-38.0% | $66,914-19.9% |
| Participation rate | 92.1% | 78.6%+13.5pp | 80.3%+11.8pp | 69.8%+22.3pp |
| Annual return | -18.16% | -9.71%-8.4pp | 4394.89%-4413.1pp | 1.58%-19.7pp |
| Employer contribution / active EE | $2,580 | $2,615-1.4% | $3,769-31.5% | $2,544+1.4% |
| Participant deferral / active EE | $3,889 | $6,899-43.6% | $6,952-44.1% | $4,237-8.2% |
| Admin fee / account holder | $249 | $546-54.4% | $6,731-96.3% | $593-58.0% |