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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $11,073 |
T R PAUL INC.9+ years Filed as: TR PAUL INC Service code 13 · EIN 06-0906361 555 HERITAGE ROAD · SOUTHBURY, CT 06488 | Contract Administrator | $1,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,978 | $59,101+9.9% | $77,163-15.8% | $75,163-13.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 18.38% | 26.71%-8.3pp | 37.87%-19.5pp | 160.62%-142.2pp |
| Employer contribution / active EE | $3,442 | $1,995+72.5% | $2,535+35.8% | $2,670+28.9% |
| Participant deferral / active EE | $5,250 | $2,999+75.0% | $3,833+37.0% | $4,125+27.3% |
| Admin fee / account holder | $90 | $4,774-98.1% | $5,472-98.4% | $5,651-98.4% |