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 5-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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 | Recordkeeping Fees | $9,249 |
Filed as: PRIVATE CLIENT SERVICES, LLC Service code 27 | Advisory (Plan) | $1,639 |
ASCENSUS LLC2 years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 | Contract Administrator | $1,450 |
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.
Annual investment return 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 | $2,687 | $58,320-95.4% | $86,436-96.9% | $66,914-96.0% |
| Participation rate | 76.6% | 78.6%-1.9pp | 80.3%-3.7pp | 69.8%+6.8pp |
| Annual return | -22.82% | -9.71%-13.1pp | 4394.89%-4417.7pp | 1.58%-24.4pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,207 | $6,899-68.0% | $6,952-68.3% | $4,237-47.9% |
| Admin fee / account holder | $56 | $546-89.7% | $6,731-99.2% | $593-90.5% |