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 88 BOYD AVE · EAST PROVIENCE, RI 02914 | Contract Administrator | $10,497 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $157,284 | $62,132+153.1% | $185,823-15.4% | $73,488+114.0% |
| Participation rate | 64.3% | 67.8%-3.5pp | 78.0%-13.7pp | 70.7%-6.4pp |
| Annual return | 18.85% | 20.44%-1.6pp | 35.95%-17.1pp | 28.51%-9.7pp |
| Employer contribution / active EE | $1,522 | $1,681-9.5% | $4,087-62.8% | $2,270-33.0% |
| Participant deferral / active EE | $6,083 | $3,711+63.9% | $5,632+8.0% | $3,740+62.7% |
| Admin fee / account holder | $79 | $419-81.2% | $9,500-99.2% | $513-84.7% |