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 |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $18,023 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST. 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $16,779 |
TRINITY PENSION CONSULTANTS6 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 · EIN 20-4548831 202 MONTROSE WEST AVE., SUITE 310 · AKRON, OH 44321 | Contract Administrator | $2,880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,550 | $72,607-57.9% | $90,749-66.3% | $66,914-54.3% |
| Participation rate | 41.2% | 73.7%-32.5pp | 75.7%-34.5pp | 69.8%-28.6pp |
| Annual return | -20.87% | -12.28%-8.6pp | -12.16%-8.7pp | 1.58%-22.5pp |
| Employer contribution / active EE | $989 | $2,369-58.3% | $2,921-66.1% | $2,544-61.1% |
| Participant deferral / active EE | $1,594 | $3,977-59.9% | $4,564-65.1% | $4,237-62.4% |
| Admin fee / account holder | $323 | $707-54.3% | $8,445-96.2% | $593-45.5% |