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 27 7900 XERXES AVE S STE 500 · MINNEAPOLIS, MN 55431 | Advisory (Plan) | $55,842 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,960 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,394 | $111,090+113.7% | $156,263+51.9% | - |
| Participation rate | 98.0% | 75.0%+22.9pp | 78.9%+19.1pp | - |
| Annual return | 15.15% | 16.66%-1.5pp | 59.47%-44.3pp | - |
| Employer contribution / active EE | $8,143 | $2,524+222.6% | $4,333+87.9% | - |
| Participant deferral / active EE | $10,135 | $4,469+126.8% | $6,158+64.6% | - |
| Admin fee / account holder | $478 | $15,012-96.8% | $14,255-96.6% | - |