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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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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 FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $750 |
Filed as: KDP RETIREMENT PLAN SERVICES INC. Service code 13 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,121 | $79,171-77.1% | $102,423-82.3% | $74,495-75.7% |
| Participation rate | 67.8% | 74.8%-7.0pp | 76.5%-8.7pp | 67.2%+0.6pp |
| Annual return | 12.41% | 54.93%-42.5pp | 29.32%-16.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $172 | $2,362-92.7% | $3,023-94.3% | $2,623-93.4% |
| Participant deferral / active EE | $1,698 | $4,415-61.6% | $5,053-66.4% | $4,346-60.9% |
| Admin fee / account holder | $5 | $2,001-99.7% | $9,451-99.9% | $1,942-99.7% |