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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 95-1411037 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,737 |
WILLIAMS BENEFIT CONSULTING, LLC8+ years Service code 13 · EIN 46-1499818 3835 E. LAKE CENTRE, STE 100 · QUINCY, IL 62305 | Contract Administrator | $253 |
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 | $25,284 | $64,119-60.6% | $112,228-77.5% | $66,914-62.2% |
| Participation rate | 77.2% | 68.5%+8.7pp | 75.1%+2.1pp | 69.8%+7.4pp |
| Annual return | -19.10% | -13.81%-5.3pp | 27.45%-46.5pp | 1.58%-20.7pp |
| Employer contribution / active EE | $1,176 | $3,005-60.9% | $3,635-67.6% | $2,544-53.8% |
| Participant deferral / active EE | $1,751 | $3,693-52.6% | $4,728-63.0% | $4,237-58.7% |
| Admin fee / account holder | $72 | $625-88.5% | $6,410-98.9% | $593-87.9% |