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.4 years Service code 13 P O BOX 24628 · KNOXVILLE, TN 379332688 | Contract Administrator | $10,490 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVW · IRVINE, CA 92618 | Recordkeeping Fees | $1,113 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,253 | $86,944-53.7% | $107,525-62.6% | $74,304-45.8% |
| Participation rate | 84.1% | 59.6%+24.5pp | 75.1%+9.0pp | 60.3%+23.7pp |
| Annual return | 19.35% | 23.52%-4.2pp | 181.32%-162.0pp | 29.43%-10.1pp |
| Employer contribution / active EE | $2,332 | $2,757-15.4% | $3,754-37.9% | $2,241+4.1% |
| Participant deferral / active EE | $3,454 | $3,554-2.8% | $5,116-32.5% | $3,767-8.3% |
| Admin fee / account holder | $101 | $3,727-97.3% | $8,919-98.9% | $2,969-96.6% |