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 |
|---|---|---|
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $21,646 |
PASI, LLC10+ years Service code 13 10 TALCOTT NOTCH ROAD, SUITE 200 · FARMINGTON, CT 06032 | Contract Administrator | $3,825 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,325 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,120 | $79,184-46.8% | $102,438-58.9% | $74,546-43.5% |
| Participation rate | 80.1% | 74.8%+5.3pp | 76.5%+3.6pp | 67.2%+12.9pp |
| Annual return | 11.05% | 54.95%-43.9pp | 29.37%-18.3pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $1,628 | $2,362-31.1% | $3,024-46.2% | $2,624-38.0% |
| Participant deferral / active EE | $2,774 | $4,414-37.2% | $5,054-45.1% | $4,347-36.2% |
| Admin fee / account holder | $131 | $2,001-93.5% | $9,448-98.6% | $1,944-93.3% |