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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $11,473 |
JAC M ARBOUR DBA J M ARBOUR LLC1 year Service code 27 1 BRUNSWICK AVE · GARDINER, ME 04345 | Advisory (Plan) | $7,585 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SERVICE, INC. Service code 13 127 WASHINGTON AVE WEST WING · NORTH HAVEN, CT 06473 | Contract Administrator | $5,873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,830 | $50,982-70.9% | $154,803-90.4% | $85,563-82.7% |
| Participation rate | 27.2% | 59.8%-32.6pp | 78.1%-50.9pp | 66.0%-38.8pp |
| Annual return | 21.98% | 30.35%-8.4pp | 58.88%-36.9pp | 31.51%-9.5pp |
| Employer contribution / active EE | $242 | $1,708-85.8% | $4,305-94.4% | $2,654-90.9% |
| Participant deferral / active EE | $757 | $2,474-69.4% | $5,540-86.3% | $4,375-82.7% |
| Admin fee / account holder | $169 | $846-80.0% | $14,329-98.8% | $834-79.7% |