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.7+ years Service code 13 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 03110 | Contract Administrator | $3,600 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SRV. Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $3,288 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,632 | $58,347+26.2% | $85,682-14.1% | $86,799-15.2% |
| Participation rate | 75.0% | 64.9%+10.1pp | 69.9%+5.1pp | 72.3%+2.7pp |
| Annual return | 18.75% | 18.43%+0.3pp | 21.49%-2.7pp | 97.91%-79.2pp |
| Employer contribution / active EE | $2,441 | $1,751+39.4% | $2,618-6.8% | $2,405+1.5% |
| Participant deferral / active EE | $4,001 | $3,065+30.5% | $3,923+2.0% | $4,131-3.1% |
| Admin fee / account holder | $26 | $147-82.1% | $6,873-99.6% | $170-84.4% |