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 & ASSOCIATES INC. Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $21,082 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,705 | $63,442-35.8% | $68,791-40.8% | $66,914-39.2% |
| Participation rate | 48.1% | 60.0%-11.8pp | 69.0%-20.9pp | 69.8%-21.7pp |
| Annual return | -17.91% | -8.29%-9.6pp | -6.38%-11.5pp | 1.58%-19.5pp |
| Employer contribution / active EE | $940 | $1,775-47.0% | $2,655-64.6% | $2,544-63.1% |
| Participant deferral / active EE | $2,908 | $2,945-1.3% | $3,941-26.2% | $4,237-31.4% |
| Admin fee / account holder | $235 | $577-59.3% | $4,932-95.2% | $593-60.4% |