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 FUNDS5 years Filed as: CAPITAL GROUP RETIRMENT PLAN Service code 64 SERVICES · IRVINE, CA 92618 | Recordkeeping Fees | $5,675 |
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 | $120,019 | $104,919+14.4% | $116,228+3.3% | $85,563+40.3% |
| Participation rate | 87.6% | 78.6%+9.0pp | 74.6%+13.1pp | 66.0%+21.7pp |
| Annual return | 17.12% | 15.38%+1.7pp | 90.06%-72.9pp | 31.51%-14.4pp |
| Employer contribution / active EE | $536 | $3,485-84.6% | $2,994-82.1% | $2,654-79.8% |
| Participant deferral / active EE | $5,088 | $5,306-4.1% | $4,953+2.7% | $4,375+16.3% |
| Admin fee / account holder | $148 | $429-65.3% | $11,989-98.8% | $834-82.2% |