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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVIN, CA 92618 | Recordkeeping Fees | $3,085 |
Filed as: PRIVATE ADVISORY GROUP, LLC Service code 27 · EIN 27-3463733 65 MADISON AVE, STE. 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $1,681 |
Service code 13 · EIN 20-2089130 200 MOTOR PARKWAY, SUITE A-7 · HAUPPAUGE, NY 11788 | Contract Administrator | $901 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,168 | $31,679-26.9% | $74,701-69.0% | $65,185-64.5% |
| Participation rate | 36.6% | 40.4%-3.8pp | 54.5%-17.9pp | 70.2%-33.6pp |
| Annual return | 26.87% | 39.04%-12.2pp | 752.92%-726.1pp | 29.38%-2.5pp |
| Employer contribution / active EE | $519 | $566-8.4% | $1,084-52.2% | $2,177-76.2% |
| Participant deferral / active EE | $983 | $1,191-17.5% | $1,964-49.9% | $3,514-72.0% |
| Admin fee / account holder | $81 | $379-78.6% | $3,333-97.6% | $847-90.4% |