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 |
|---|---|---|
RED BANK PENSION SERVICES, INC.3+ years Service code 13 2 HARTFORD DRIVE, STE.101 · RED BANK, NJ 07701 | Contract Administrator | $9,382 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $4,198 |
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 | $26,427 | $37,196-29.0% | $154,107-82.9% | $55,725-52.6% |
| Participation rate | 96.2% | 64.1%+32.1pp | 83.0%+13.2pp | 70.9%+25.3pp |
| Annual return | -4.30% | 1319.68%-1324.0pp | 735.12%-739.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,163 | $1,614-28.0% | $5,298-78.1% | $2,078-44.1% |
| Participant deferral / active EE | $2,146 | $2,068+3.8% | $5,081-57.8% | $3,356-36.1% |
| Admin fee / account holder | $13 | $102-87.1% | $13,411-99.9% | $115-88.6% |