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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,550 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Contract Administrator | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,217 | $43,133+14.1% | $89,391-44.9% | $73,488-33.0% |
| Participation rate | 45.5% | 55.0%-9.4pp | 68.0%-22.5pp | 70.7%-25.2pp |
| Annual return | 11.96% | 135.66%-123.7pp | 245.62%-233.7pp | 28.51%-16.6pp |
| Employer contribution / active EE | $1,087 | $1,438-24.4% | $2,586-58.0% | $2,270-52.1% |
| Participant deferral / active EE | $1,579 | $2,445-35.4% | $3,890-59.4% | $3,740-57.8% |
| Admin fee / account holder | $5 | $444-98.8% | $4,881-99.9% | $513-99.0% |