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 4-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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC4+ years Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $64,292 |
Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $23,772 |
AMERICAN FUNDS4+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,424 |
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 | $62,292 | $50,815+22.6% | $155,509-59.9% | $77,643-19.8% |
| Participation rate | 84.2% | 63.1%+21.1pp | 78.2%+6.0pp | 70.6%+13.6pp |
| Annual return | 15.94% | 34.80%-18.9pp | 64.67%-48.7pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,734 | $1,993-13.0% | $4,672-62.9% | $2,726-36.4% |
| Participant deferral / active EE | $7,414 | $2,822+162.7% | $5,626+31.8% | $4,647+59.5% |
| Admin fee / account holder | $150 | $437-65.7% | $15,912-99.1% | $430-65.2% |