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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $18,383 |
PASI, LLC5 years Filed as: PASI Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $13,686 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,424 | $54,193-54.9% | $93,606-73.9% | $77,643-68.5% |
| Participation rate | 71.1% | 63.9%+7.2pp | 68.7%+2.4pp | 70.6%+0.6pp |
| Annual return | 12.43% | 30.54%-18.1pp | 133.20%-120.8pp | 31.24%-18.8pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,756 | $3,144-44.1% | $4,411-60.2% | $4,647-62.2% |
| Admin fee / account holder | $98 | $576-82.9% | $8,285-98.8% | $430-77.2% |