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 |
|---|---|---|
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 PO BOX 250 · TIPTON, PA 16684 | Contract Administrator | $3,795 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $125 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,436 | $42,548+63.2% | $74,550-6.9% | $56,287+23.4% |
| Participation rate | 42.2% | 60.5%-18.2pp | 69.1%-26.9pp | 69.9%-27.6pp |
| Annual return | -1.79% | 12.40%-14.2pp | 32.53%-34.3pp | -9.96%+8.2pp |
| Employer contribution / active EE | $981 | $855+14.7% | $1,961-50.0% | $2,111-53.5% |
| Participant deferral / active EE | $1,980 | $2,277-13.0% | $3,108-36.3% | $3,350-40.9% |
| Admin fee / account holder | $60 | $467-87.2% | $5,060-98.8% | $521-88.5% |