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 |
|---|---|---|
TSC 401K2 years Service code 13 · EIN 41-0955056 7365 KIRKWOOD COURT NORTH · MAPLE GROVE, MN 55369 | Contract Administrator | $5,196 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $1,025 |
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 | $64,599 | $50,982+26.7% | $154,803-58.3% | $85,563-24.5% |
| Participation rate | 43.0% | 59.8%-16.8pp | 78.1%-35.1pp | 66.0%-23.0pp |
| Annual return | 18.98% | 30.35%-11.4pp | 58.88%-39.9pp | 31.51%-12.5pp |
| Employer contribution / active EE | $1,456 | $1,708-14.8% | $4,305-66.2% | $2,654-45.1% |
| Participant deferral / active EE | $1,852 | $2,474-25.2% | $5,540-66.6% | $4,375-57.7% |
| Admin fee / account holder | $23 | $846-97.3% | $14,329-99.8% | $834-97.2% |