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 |
|---|---|---|
Service code 13 435 NEW KARNER ROAD CONCORD ST · ALBANY, NY 12205 | Contract Administrator | $25,474 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 62 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Float revenue; Recordkeeping fees | $8,600 |
AMERICAN FUNDS1 year Filed as: CAPITAL BANK & TRUST Service code 18 P.O. BOX 6040 · INDIANAPOLIS, IN 42606 | Custodial (other than securities); Fl... | $0 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S. HOPE ST · LOST ANGELES, CA 90071 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,777 | $50,815-70.9% | $155,509-90.5% | $77,643-81.0% |
| Participation rate | 63.1% | 63.1%0pp | 78.2%-15.1pp | 70.6%-7.5pp |
| Annual return | 13.22% | 34.80%-21.6pp | 64.67%-51.4pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,128 | $1,993-43.4% | $4,672-75.9% | $2,726-58.6% |
| Participant deferral / active EE | $738 | $2,822-73.9% | $5,626-86.9% | $4,647-84.1% |
| Admin fee / account holder | $46 | $437-89.5% | $15,912-99.7% | $430-89.4% |