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 Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $40,000 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 SERVICES · IRVINE, CA 92618 | Recordkeeping Fees | $5,693 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,496 | $85,135-4.3% | $98,907-17.6% | $73,409+11.0% |
| Participation rate | 88.0% | 81.1%+6.9pp | 76.0%+12.0pp | 72.2%+15.8pp |
| Annual return | 14.47% | 19.14%-4.7pp | 196.43%-182.0pp | 59.29%-44.8pp |
| Employer contribution / active EE | $414 | $2,721-84.8% | $2,689-84.6% | $2,234-81.4% |
| Participant deferral / active EE | $3,621 | $4,349-16.7% | $4,244-14.7% | $3,805-4.8% |
| Admin fee / account holder | $121 | $139-13.0% | $6,642-98.2% | $158-23.3% |