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 13 490 WHEELER RD STE 265 · HAUPPAUGE, NY 117884365 | Contract Administrator | $47,696 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,452 |
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 | $54,467 | $79,694-31.7% | $96,139-43.3% | $79,386-31.4% |
| Participation rate | 73.4% | 54.0%+19.5pp | 68.4%+5.0pp | 70.7%+2.7pp |
| Annual return | 12.56% | 40.84%-28.3pp | 191.94%-179.4pp | 116.85%-104.3pp |
| Employer contribution / active EE | $2,230 | $1,443+54.5% | $2,797-20.3% | $2,427-8.1% |
| Participant deferral / active EE | $2,018 | $2,539-20.5% | $4,349-53.6% | $4,046-50.1% |
| Admin fee / account holder | $298 | $630-52.6% | $5,537-94.6% | $626-52.3% |