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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $21,273 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $9,494 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 23693 NETWORK PL · CHICAGO, IL 60673 | Contract Administrator | $5,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,717 | $76,670-44.3% | $96,683-55.8% | $71,457-40.2% |
| Participation rate | 82.5% | 66.6%+15.9pp | 74.3%+8.2pp | 67.9%+14.6pp |
| Annual return | 17.38% | 48.29%-30.9pp | 35.69%-18.3pp | 28.85%-11.5pp |
| Employer contribution / active EE | $3,465 | $3,031+14.3% | $3,737-7.3% | $2,588+33.9% |
| Participant deferral / active EE | $3,699 | $3,771-1.9% | $4,878-24.2% | $4,289-13.7% |
| Admin fee / account holder | $118 | $2,028-94.2% | $6,730-98.2% | $1,587-92.6% |