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 |
|---|---|---|
ERISA SERVICES, INC.1 year Service code 13 P O BOX 24628 · KNOXVILLE, TN 379332688 | Contract Administrator | $10,290 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVW · IRVINE, CA 92618 | Recordkeeping Fees | $725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,755 | $64,119-64.5% | $112,228-79.7% | $66,914-66.0% |
| Participation rate | 81.1% | 68.5%+12.6pp | 75.1%+6.0pp | 69.8%+11.3pp |
| Annual return | -16.76% | -13.81%-2.9pp | 27.45%-44.2pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,690 | $3,005-43.8% | $3,635-53.5% | $2,544-33.6% |
| Participant deferral / active EE | $2,358 | $3,693-36.2% | $4,728-50.1% | $4,237-44.4% |
| Admin fee / account holder | $83 | $625-86.8% | $6,410-98.7% | $593-86.0% |