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 |
|---|---|---|
Service code 13 HUGUENOT COMMONS STE 101 · MIDLOTHIAN, VA 231132426 | Contract Administrator | $1,469 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $800 |
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 | $45,216 | $99,957-54.8% | $149,696-69.8% | $73,488-38.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 22.29% | 53.87%-31.6pp | 276.60%-254.3pp | 28.51%-6.2pp |
| Employer contribution / active EE | $3,543 | $3,191+11.0% | $4,644-23.7% | $2,270+56.1% |
| Participant deferral / active EE | $6,161 | $6,073+1.5% | $6,842-9.9% | $3,740+64.8% |
| Admin fee / account holder | $8 | $551-98.5% | $9,309-99.9% | $513-98.4% |