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) | $39,990 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIRMENT PLAN Service code 64 SERVICES · IRVINE, CA 92618 | Recordkeeping Fees | $5,100 |
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 | $99,795 | $84,784+17.7% | $98,439+1.4% | $74,419+34.1% |
| Participation rate | 90.7% | 81.5%+9.2pp | 75.2%+15.5pp | 70.7%+20.0pp |
| Annual return | 18.95% | 20.59%-1.6pp | 21.16%-2.2pp | 34.38%-15.4pp |
| Employer contribution / active EE | $501 | $3,364-85.1% | $3,048-83.6% | $2,637-81.0% |
| Participant deferral / active EE | $4,558 | $5,218-12.6% | $4,738-3.8% | $4,528+0.7% |
| Admin fee / account holder | $134 | $204-34.6% | $8,948-98.5% | $348-61.5% |