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 |
|---|---|---|
LENNY YEH, INC.11+ years Service code 10 1101 DOVE ST STE 245 · NEWPORT BEACH, CA 92660 | Accounting | $9,500 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,864 | $71,370-55.4% | $237,244-86.6% | $71,370-55.4% |
| Participation rate | 67.3% | 55.1%+12.1pp | 80.3%-13.0pp | 55.1%+12.1pp |
| Annual return | 12.20% | 15.87%-3.7pp | 4131.29%-4119.1pp | 15.87%-3.7pp |
| Employer contribution / active EE | $380 | $1,874-79.7% | $4,351-91.3% | $1,874-79.7% |
| Participant deferral / active EE | $2,571 | $2,656-3.2% | $4,056-36.6% | $2,656-3.2% |
| Admin fee / account holder | $77 | $6,050-98.7% | $18,030-99.6% | $6,050-98.7% |