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 9-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 8800 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $26,305 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,005 |
Filed as: TAX SHELTERED COMPENSATION Service code 13 · EIN 41-0955056 | Contract Administrator | $3,725 |
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 | $28,140 | $84,487-66.7% | $125,339-77.5% | $66,914-57.9% |
| Participation rate | 90.5% | 76.4%+14.1pp | 82.4%+8.1pp | 69.8%+20.7pp |
| Annual return | -18.92% | -8.39%-10.5pp | 572.05%-591.0pp | 1.58%-20.5pp |
| Employer contribution / active EE | $1,951 | $3,553-45.1% | $4,814-59.5% | $2,544-23.3% |
| Participant deferral / active EE | $4,106 | $6,781-39.4% | $7,446-44.9% | $4,237-3.1% |
| Admin fee / account holder | $293 | $685-57.3% | $10,010-97.1% | $593-50.7% |