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 |
|---|---|---|
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 | Contract Administrator | $2,000 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, TX 92618 | Recordkeeping Fees | $675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,155 | $82,664-73.2% | $125,339-82.3% | $68,494-67.7% |
| Participation rate | 77.3% | 75.0%+2.3pp | 82.4%-5.0pp | 67.9%+9.4pp |
| Annual return | -18.72% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $822 | $3,381-75.7% | $4,814-82.9% | $2,596-68.3% |
| Participant deferral / active EE | $5,893 | $6,110-3.6% | $7,446-20.9% | $4,027+46.3% |
| Admin fee / account holder | $20 | $6,275-99.7% | $10,010-99.8% | $5,403-99.6% |