Filed December 7, 2022
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 7-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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 50 · EIN 20-3691658 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Direct Payment | $3,875 |
THE BENEFIT PRACTICE2 years Service code 13 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $1,375 |
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 | $40,890 | $65,322-37.4% | $70,449-42.0% | $73,488-44.4% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 20.72% | 15.71%+5.0pp | 109.03%-88.3pp | 28.51%-7.8pp |
| Employer contribution / active EE | $6,339 | $2,460+157.7% | $2,737+131.6% | $2,270+179.2% |
| Participant deferral / active EE | $7,225 | $3,375+114.1% | $3,709+94.8% | $3,740+93.2% |
| Admin fee / account holder | $27 | $214-87.2% | $3,845-99.3% | $513-94.7% |