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 |
|---|---|---|
LIFESTYLE RETIREMENT COMPANY6 years Service code 13 · EIN 25-1867808 | Contract Administrator | $1,780 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINEQ, CA 92618 | Recordkeeping Fees | $1,600 |
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 | $22,861 | $65,061-64.9% | $143,757-84.1% | $66,914-65.8% |
| Participation rate | 97.1% | 65.2%+31.9pp | 80.3%+16.8pp | 69.8%+27.3pp |
| Annual return | -14.20% | -11.14%-3.1pp | -0.04%-14.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,618 | $2,361+10.9% | $4,951-47.1% | $2,544+2.9% |
| Participant deferral / active EE | $1,312 | $2,919-55.1% | $5,637-76.7% | $4,237-69.0% |
| Admin fee / account holder | $21 | $502-95.7% | $14,673-99.9% | $593-96.4% |