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 |
|---|---|---|
THIRD PARTY ADMINISTRATORS, INC.6+ years Service code 13 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 03110 | Contract Administrator | $4,500 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SRV. Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $3,188 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,718 | $51,288+41.8% | $81,983-11.3% | $73,409-0.9% |
| Participation rate | 70.6% | 64.0%+6.7pp | 69.2%+1.4pp | 72.2%-1.5pp |
| Annual return | 15.87% | 29.48%-13.6pp | 41.31%-25.4pp | 59.29%-43.4pp |
| Employer contribution / active EE | $1,934 | $1,487+30.1% | $2,498-22.6% | $2,234-13.4% |
| Participant deferral / active EE | $3,152 | $2,715+16.1% | $3,722-15.3% | $3,805-17.2% |
| Admin fee / account holder | $38 | $125-69.7% | $5,664-99.3% | $158-76.0% |