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 AND ASSOCIATES, INC. Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $29,084 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,419 | $60,776-23.6% | $85,682-45.8% | $79,386-41.5% |
| Participation rate | 45.6% | 62.1%-16.5pp | 69.9%-24.3pp | 70.7%-25.1pp |
| Annual return | 10.72% | 16.57%-5.9pp | 21.49%-10.8pp | 116.85%-106.1pp |
| Employer contribution / active EE | $756 | $1,663-54.5% | $2,618-71.1% | $2,427-68.9% |
| Participant deferral / active EE | $2,237 | $2,919-23.3% | $3,923-43.0% | $4,046-44.7% |
| Admin fee / account holder | $299 | $438-31.7% | $6,873-95.6% | $626-52.2% |