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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.
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| Provider | Service type | Compensation |
|---|---|---|
CRAY KAISER LTD2 years Service code 10 1901 S MEYERS RD STE 230 · OAKBROOK TERRACE, IL 60181 | Accounting | $10,250 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $450 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,943 | $88,083-3.6% | $164,813-48.5% | $74,495+14.0% |
| Participation rate | 98.4% | 73.0%+25.4pp | 78.6%+19.8pp | 67.2%+31.2pp |
| Annual return | 10.90% | 17.26%-6.4pp | 69.93%-59.0pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,351 | $2,593-47.9% | $4,341-68.9% | $2,623-48.5% |
| Participant deferral / active EE | $3,489 | $4,498-22.4% | $6,031-42.2% | $4,346-19.7% |
| Admin fee / account holder | $76 | $2,234-96.6% | $12,690-99.4% | $1,942-96.1% |