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 |
|---|---|---|
Filed as: CAPITAL MANAGEMENT ASSOCIATES INC Service code 17 7900 XERXES AVE S, STE. #500 · BLOOMINGTON, MN 55431 | Pension Consulting | $52,182 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 · EIN 82-4555287 | Recordkeeping | $8,600 |
Filed as: THE ANGELL PENSION GROUP INC Service code 10 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Accounting | $5,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $160,228 | $84,556+89.5% | $116,228+37.9% | $74,304+115.6% |
| Participation rate | 72.1% | 66.0%+6.1pp | 74.6%-2.4pp | 60.3%+11.8pp |
| Annual return | 6.64% | 18.35%-11.7pp | 90.06%-83.4pp | 29.43%-22.8pp |
| Employer contribution / active EE | $3,219 | $2,168+48.5% | $2,994+7.5% | $2,241+43.6% |
| Participant deferral / active EE | $6,943 | $3,814+82.0% | $4,953+40.2% | $3,767+84.3% |
| Admin fee / account holder | $387 | $3,792-89.8% | $11,989-96.8% | $2,969-87.0% |