See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP5 years Service code 99 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10016 | Other Fees | $28,350 |
Service code 13 88 BOYD AVE · EAST PROVIENCE, RI 02914 | Contract Administrator | $4,819 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,438 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,167 | $59,159+148.8% | $159,960-8.0% | $66,914+119.9% |
| Participation rate | 73.8% | 68.1%+5.6pp | 78.0%-4.2pp | 69.8%+4.0pp |
| Annual return | -19.43% | -12.26%-7.2pp | 408.60%-428.0pp | 1.58%-21.0pp |
| Employer contribution / active EE | $1,696 | $1,983-14.4% | $4,226-59.9% | $2,544-33.3% |
| Participant deferral / active EE | $6,825 | $4,395+55.3% | $6,182+10.4% | $4,237+61.1% |
| Admin fee / account holder | $226 | $591-61.7% | $8,698-97.4% | $593-61.9% |