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.3 years Service code 13 P O BOX 24628 · KNOXVILLE, TN 379332688 | Contract Administrator | $9,109 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVW · IRVINE, CA 92618 | Recordkeeping Fees | $925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,264 | $80,724-56.3% | $103,333-65.9% | $74,495-52.7% |
| Participation rate | 77.9% | 65.7%+12.2pp | 74.5%+3.4pp | 67.2%+10.7pp |
| Annual return | 14.76% | 27.56%-12.8pp | 24.88%-10.1pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,935 | $3,157-38.7% | $3,868-50.0% | $2,623-26.2% |
| Participant deferral / active EE | $2,909 | $3,860-24.7% | $5,057-42.5% | $4,346-33.1% |
| Admin fee / account holder | $87 | $2,368-96.3% | $8,355-99.0% | $1,942-95.5% |