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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,845 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MGMT CO Service code 64 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,980 | $67,703-52.8% | $127,761-75.0% | $65,185-50.9% |
| Participation rate | 69.5% | 74.5%-5.0pp | 79.0%-9.5pp | 70.2%-0.7pp |
| Annual return | 23.90% | 24.36%-0.5pp | 26.14%-2.2pp | 29.38%-5.5pp |
| Employer contribution / active EE | $1,173 | $3,724-68.5% | $4,574-74.4% | $2,177-46.1% |
| Participant deferral / active EE | $2,404 | $4,787-49.8% | $6,021-60.1% | $3,514-31.6% |
| Admin fee / account holder | $38 | $618-93.8% | $9,395-99.6% | $847-95.5% |