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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $91,022 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $88,502 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,775 | $50,458+95.8% | $159,960-38.3% | $64,808+52.4% |
| Participation rate | 93.4% | 68.0%+25.4pp | 78.0%+15.5pp | 71.5%+22.0pp |
| Annual return | -16.10% | -13.42%-2.7pp | 408.60%-424.7pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,827 | $1,722+64.1% | $4,226-33.1% | $2,506+12.8% |
| Participant deferral / active EE | $6,698 | $4,004+67.3% | $6,182+8.3% | $4,310+55.4% |
| Admin fee / account holder | $212 | $706-70.0% | $8,698-97.6% | $188+12.8% |