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.4 years Service code 13 997 GOVERNORS LANE · LEXINGTON, KY 40513 | Contract Administrator | $680 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $562 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,753 | $109,881+71.8% | $150,045+25.8% | $84,808+122.6% |
| Participation rate | 94.8% | 76.1%+18.8pp | 82.3%+12.5pp | 68.3%+26.5pp |
| Annual return | 19.38% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $4,901 | $3,561+37.6% | $4,693+4.4% | $2,631+86.3% |
| Participant deferral / active EE | $9,925 | $6,636+49.6% | $7,997+24.1% | $4,212+135.7% |
| Admin fee / account holder | $9 | $8,568-99.9% | $13,435-99.9% | $7,344-99.9% |