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 RETIRMENT PLAN Service code 64 SERVICES · IRVINE, CA 92618 | Recordkeeping Fees | $6,672 |
Employer contribution per participant 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 | $103,856 | $93,131+11.5% | $106,548-2.5% | $86,799+19.6% |
| Participation rate | 84.1% | 81.4%+2.7pp | 76.1%+8.0pp | 72.3%+11.9pp |
| Annual return | 15.77% | 19.45%-3.7pp | 26.80%-11.0pp | 97.91%-82.1pp |
| Employer contribution / active EE | $413 | $2,895-85.7% | $2,819-85.3% | $2,405-82.8% |
| Participant deferral / active EE | $3,891 | $4,708-17.4% | $4,398-11.5% | $4,131-5.8% |
| Admin fee / account holder | $132 | $145-9.2% | $7,407-98.2% | $170-22.3% |