See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 3421 RIDGEWOOD RD · AKRON, OH 44333 | Other Fees | $13,440 |
TRINITY PENSION CONSULTANTS11+ years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 · EIN 20-4548831 202 MONTROSE WEST AVE. #290 · COPLEY, OH 44321 | Contract Administrator | $8,755 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,934 | $59,097+40.3% | $82,389+0.7% | $74,304+11.6% |
| Participation rate | 75.0% | 52.8%+22.2pp | 69.5%+5.5pp | 60.3%+14.7pp |
| Annual return | 16.50% | 22.85%-6.3pp | 28.67%-12.2pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,115 | $1,601+32.1% | $2,517-16.0% | $2,241-5.6% |
| Participant deferral / active EE | $4,115 | $2,775+48.3% | $4,155-1.0% | $3,767+9.2% |
| Admin fee / account holder | $8 | $4,489-99.8% | $7,231-99.9% | $2,969-99.7% |