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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $17,728 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST. 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $16,585 |
TRINITY PENSION CONSULTANTS7 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 · EIN 20-4548831 202 MONTROSE WEST AVE., SUITE 310 · AKRON, OH 44321 | Contract Administrator | $2,027 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,394 | $71,516-43.5% | $98,439-59.0% | $71,457-43.5% |
| Participation rate | 38.5% | 72.7%-34.2pp | 75.2%-36.7pp | 67.9%-29.5pp |
| Annual return | 22.29% | 32.41%-10.1pp | 21.16%+1.1pp | 28.85%-6.6pp |
| Employer contribution / active EE | $896 | $2,399-62.7% | $3,048-70.6% | $2,588-65.4% |
| Participant deferral / active EE | $1,706 | $4,109-58.5% | $4,738-64.0% | $4,289-60.2% |
| Admin fee / account holder | $342 | $1,675-79.6% | $8,948-96.2% | $1,587-78.4% |