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 |
|---|---|---|
MCGREGOR & ASSOCIATES, INC.2 years Service code 13 997 GOVERNORS LANE · LEXINGTON, KY 40513 | Contract Administrator | $735 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,796 | $91,407+30.0% | $135,903-12.6% | $71,457+66.2% |
| Participation rate | 94.6% | 75.7%+18.9pp | 81.9%+12.7pp | 67.9%+26.7pp |
| Annual return | 24.53% | 29.90%-5.4pp | 68.23%-43.7pp | 28.85%-4.3pp |
| Employer contribution / active EE | $4,081 | $3,703+10.2% | $4,856-16.0% | $2,588+57.7% |
| Participant deferral / active EE | $8,418 | $7,092+18.7% | $7,758+8.5% | $4,289+96.3% |
| Admin fee / account holder | $10 | $1,266-99.2% | $10,762-99.9% | $1,587-99.4% |