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) | $101,855 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $95,247 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,238 | $62,624+109.6% | $177,989-26.3% | $77,643+69.0% |
| Participation rate | 93.6% | 66.8%+26.8pp | 77.1%+16.6pp | 70.6%+23.1pp |
| Annual return | 15.00% | 16.16%-1.2pp | 294.48%-279.5pp | 31.24%-16.2pp |
| Employer contribution / active EE | $3,425 | $1,909+79.4% | $3,949-13.3% | $2,726+25.7% |
| Participant deferral / active EE | $7,798 | $4,219+84.8% | $6,276+24.2% | $4,647+67.8% |
| Admin fee / account holder | $253 | $386-34.4% | $10,363-97.6% | $430-41.2% |