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) | $10,150 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,082 |
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 | $47,325 | $51,045-7.3% | $70,515-32.9% | $71,457-33.8% |
| Participation rate | 43.4% | 59.4%-16.0pp | 68.3%-25.0pp | 67.9%-24.5pp |
| Annual return | 18.04% | 42.63%-24.6pp | 32.77%-14.7pp | 28.85%-10.8pp |
| Employer contribution / active EE | $620 | $1,790-65.4% | $2,973-79.2% | $2,588-76.1% |
| Participant deferral / active EE | $2,536 | $3,026-16.2% | $4,567-44.5% | $4,289-40.9% |
| Admin fee / account holder | $136 | $1,994-93.2% | $6,412-97.9% | $1,587-91.4% |