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 10-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 |
|---|---|---|
DEFINITI LLC5 years Service code 13 · EIN 85-0833363 | Contract Administrator | $75,670 |
EDWARD JONES6 years Service code 17 5115 22ND AVE · MOLINE, IL 61265 | Pension Consulting | $57,941 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV. Service code 15 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $16,505 |
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 | $25,382 | $81,357-68.8% | $75,972-66.6% | $199,593-87.3% |
| Participation rate | 64.0% | 69.9%-5.9pp | 69.1%-5.0pp | 72.0%-7.9pp |
| Annual return | 15.39% | 16.32%-0.9pp | 359.55%-344.2pp | 34.25%-18.9pp |
| Employer contribution / active EE | $1,414 | $3,341-57.7% | $2,685-47.3% | $3,034-53.4% |
| Participant deferral / active EE | $2,693 | $4,710-42.8% | $4,255-36.7% | $5,087-47.1% |
| Admin fee / account holder | $0 | $144-100.0% | $6,467-100.0% | $269-100.0% |