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 8-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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $11,098 |
Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $7,781 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION INNOVATIONS & CONSULTING Service code 13 · EIN 34-1944384 7558 KING'S POINTE ROAD · TOLEDO, OH 43617 | Contract Administrator | $1,080 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,952 | $78,422-77.1% | $95,952-81.3% | $79,858-77.5% |
| Participation rate | 80.5% | 73.5%+7.0pp | 77.1%+3.4pp | 69.6%+10.8pp |
| Annual return | 20.26% | 19.37%+0.9pp | 91.61%-71.3pp | 31.71%-11.5pp |
| Employer contribution / active EE | $2,201 | $1,945+13.2% | $2,541-13.4% | $2,471-10.9% |
| Participant deferral / active EE | $3,821 | $3,440+11.1% | $4,167-8.3% | $3,740+2.2% |
| Admin fee / account holder | $168 | $5,622-97.0% | $6,795-97.5% | $5,306-96.8% |