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 |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $25,510 |
Filed as: DUNCAN ACCOUNTING & TAX SERVICES IN Service code 13 · EIN 61-1959547 311 MAIN STREET, SUITE 2 · IRWIN, PA 156423437 | Contract Administrator | $15,255 |
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $14,150 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,061 | $91,621-87.9% | $67,511-83.6% | $77,671-85.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 13.77% | 14.87%-1.1pp | 3517.41%-3503.6pp | 31.21%-17.4pp |
| Employer contribution / active EE | $1,658 | $3,184-47.9% | $2,733-39.3% | $2,726-39.2% |
| Participant deferral / active EE | $1,708 | $3,906-56.3% | $4,000-57.3% | $4,648-63.2% |
| Admin fee / account holder | $131 | $176-25.7% | $3,999-96.7% | $430-69.6% |