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 |
|---|---|---|
PLANTE & MORAN, PLLC3 years Filed as: PLANTE & MORAN PLLC Service code 10 16060 COLLECTION CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $10,300 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,023 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,255 | $63,745+16.5% | $98,442-24.6% | $79,386-6.5% |
| Participation rate | 76.7% | 69.9%+6.9pp | 73.3%+3.4pp | 70.7%+6.0pp |
| Annual return | 15.43% | 625.80%-610.4pp | 1492.73%-1477.3pp | 116.85%-101.4pp |
| Employer contribution / active EE | $1,155 | $2,557-54.8% | $2,960-61.0% | $2,427-52.4% |
| Participant deferral / active EE | $1,401 | $3,303-57.6% | $4,276-67.2% | $4,046-65.4% |
| Admin fee / account holder | $44 | $516-91.5% | $5,949-99.3% | $626-93.0% |