See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 | Recordkeeping Fees | $6,730 |
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 | Contract Administrator | $850 |
Service code 27 | Advisory (Plan) | $244 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 27 | Advisory (Plan) | $114 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,775 | $73,638-96.2% | $108,410-97.4% | $79,386-96.5% |
| Participation rate | 70.3% | 77.4%-7.1pp | 80.1%-9.9pp | 70.7%-0.4pp |
| Annual return | 261.49% | 33.27%+228.2pp | 905.27%-643.8pp | 116.85%+144.6pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,903 | $6,218-69.4% | $6,563-71.0% | $4,046-53.0% |
| Admin fee / account holder | $58 | $638-90.8% | $7,295-99.2% | $626-90.7% |