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 · EIN 16-1191551 950-A UNION ROAD · WEST SENECA, NY 14224 | Contract Administrator | $20,375 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $6,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,192 | $92,055-9.6% | $106,213-21.7% | $77,643+7.1% |
| Participation rate | 60.5% | 81.0%-20.5pp | 75.3%-14.8pp | 70.6%-10.1pp |
| Annual return | 17.88% | 17.91%0pp | 116.14%-98.3pp | 31.24%-13.4pp |
| Employer contribution / active EE | $426 | $3,367-87.4% | $3,171-86.6% | $2,726-84.4% |
| Participant deferral / active EE | $2,926 | $5,386-45.7% | $5,016-41.7% | $4,647-37.0% |
| Admin fee / account holder | $42 | $219-80.6% | $11,033-99.6% | $430-90.1% |