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.3 years Service code 13 997 GOVERNORS LANE · LEXINGTON, KY 40513 | Contract Administrator | $722 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,384 | $102,317+44.0% | $146,958+0.3% | $80,856+82.3% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.2%+12.7pp | 67.6%+27.3pp |
| Annual return | 18.70% | 134.76%-116.1pp | 418.34%-399.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $4,740 | $3,713+27.7% | $4,933-3.9% | $2,755+72.1% |
| Participant deferral / active EE | $9,423 | $6,644+41.8% | $8,070+16.8% | $4,296+119.3% |
| Admin fee / account holder | $6 | $7,941-99.9% | $12,998-100.0% | $6,918-99.9% |