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 |
|---|---|---|
KLEEN-RITE CORPORATION1 year Service code 99 PO BOX 886 · COLUMBIA, PA 17512 | Other Fees | $10,300 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,203 |
THE RETIREMENT ADVANTAGE INC7 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $4,231 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,985 | $88,087-35.3% | $164,866-65.4% | $74,546-23.6% |
| Participation rate | 94.3% | 73.1%+21.2pp | 78.6%+15.7pp | 67.2%+27.1pp |
| Annual return | 14.63% | 17.27%-2.6pp | 69.97%-55.3pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $3,811 | $2,595+46.8% | $4,343-12.2% | $2,624+45.2% |
| Participant deferral / active EE | $2,774 | $4,499-38.4% | $6,033-54.0% | $4,347-36.2% |
| Admin fee / account holder | $67 | $2,232-97.0% | $12,689-99.5% | $1,944-96.6% |