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 |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $11,474 |
T R PAUL INC.8+ years Filed as: TR PAUL INC Service code 13 · EIN 06-0906361 555 HERITAGE ROAD · SOUTHBURY, CT 06488 | Contract Administrator | $750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,373 | $54,229-12.6% | $70,092-32.4% | $68,494-30.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -15.91% | -13.87%-2.0pp | 190.73%-206.6pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,793 | $2,018+38.4% | $2,559+9.2% | $2,596+7.6% |
| Participant deferral / active EE | $5,484 | $2,956+85.5% | $3,849+42.5% | $4,027+36.2% |
| Admin fee / account holder | $83 | $4,694-98.2% | $6,267-98.7% | $5,403-98.5% |