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) | $39,985 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIRMENT PLAN Service code 64 SERVICES · IRVINE, CA 92618 | Recordkeeping Fees | $5,067 |
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 | $104,870 | $92,055+13.9% | $106,213-1.3% | $77,643+35.1% |
| Participation rate | 90.7% | 81.0%+9.7pp | 75.3%+15.4pp | 70.6%+20.1pp |
| Annual return | 15.26% | 17.91%-2.6pp | 116.14%-100.9pp | 31.24%-16.0pp |
| Employer contribution / active EE | $513 | $3,367-84.8% | $3,171-83.8% | $2,726-81.2% |
| Participant deferral / active EE | $4,803 | $5,386-10.8% | $5,016-4.2% | $4,647+3.3% |
| Admin fee / account holder | $132 | $219-39.7% | $11,033-98.8% | $430-69.3% |