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 |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 333 S. HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $2,635 |
PENSION PERFORMANCE, INC.1+ years Service code 14 · EIN 36-4136186 2551 DIVISION ST., SUITE 104 · JOLIET, IL 60435 | Plan Administrator | $715 |
Employer contribution per participant 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 | $38,889 | $51,769-24.9% | $57,343-32.2% | $52,331-25.7% |
| Participation rate | 98.7% | 75.2%+23.4pp | 75.1%+23.6pp | 68.1%+30.6pp |
| Annual return | 1.87% | 2.43%-0.6pp | 24.39%-22.5pp | 4.54%-2.7pp |
| Employer contribution / active EE | $336 | $2,335-85.6% | $2,689-87.5% | $1,882-82.2% |
| Participant deferral / active EE | $2,212 | $2,794-20.8% | $3,162-30.1% | $3,022-26.8% |
| Admin fee / account holder | $25 | $295-91.4% | $3,356-99.2% | $592-95.7% |