See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,024 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DR STE 302 · NEW GLOUCESTR, ME 04260 | Contract Administrator | $1,425 |
Filed as: FIDELITY INV INST OPERATIONS COMP Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $522 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,916 | $65,061-57.1% | $143,757-80.6% | $66,914-58.3% |
| Participation rate | 80.2% | 65.2%+15.0pp | 80.3%-0.1pp | 69.8%+10.4pp |
| Annual return | -15.08% | -11.14%-3.9pp | -0.04%-15.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $911 | $2,361-61.4% | $4,951-81.6% | $2,544-64.2% |
| Participant deferral / active EE | $1,105 | $2,919-62.1% | $5,637-80.4% | $4,237-73.9% |
| Admin fee / account holder | $7 | $502-98.7% | $14,673-100.0% | $593-98.9% |