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) | $87,921 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $81,298 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,544 | $56,638+74.0% | $169,368-41.8% | $74,419+32.4% |
| Participation rate | 91.0% | 67.5%+23.5pp | 77.1%+13.9pp | 70.7%+20.3pp |
| Annual return | 18.24% | 24.75%-6.5pp | 405.60%-387.4pp | 34.38%-16.1pp |
| Employer contribution / active EE | $2,800 | $2,027+38.1% | $4,013-30.2% | $2,637+6.2% |
| Participant deferral / active EE | $6,597 | $4,223+56.2% | $6,221+6.0% | $4,528+45.7% |
| Admin fee / account holder | $172 | $307-44.0% | $9,003-98.1% | $348-50.6% |