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.8+ years Service code 13 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 03110 | Contract Administrator | $4,350 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SRV. Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $3,513 |
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 | $61,901 | $44,764+38.3% | $68,791-10.0% | $64,808-4.5% |
| Participation rate | 64.6% | 64.8%-0.2pp | 69.0%-4.4pp | 71.5%-6.9pp |
| Annual return | -13.17% | -10.91%-2.3pp | -6.38%-6.8pp | 32.82%-46.0pp |
| Employer contribution / active EE | $2,325 | $1,775+31.0% | $2,655-12.4% | $2,506-7.2% |
| Participant deferral / active EE | $3,826 | $3,238+18.2% | $3,941-2.9% | $4,310-11.2% |
| Admin fee / account holder | $33 | $151-78.1% | $4,932-99.3% | $188-82.4% |