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 |
|---|---|---|
Service code 27 ADVISORS INC. · ST PETERSBURG, FL 33716 | Advisory (Plan) | $40,000 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND RETIREMENT Service code 64 PLAN SERVICES · IRVINE, CA 92618 | Recordkeeping Fees | $5,172 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,087 | $74,347-4.4% | $93,606-24.1% | $67,579+5.2% |
| Participation rate | 77.6% | 80.6%-3.0pp | 75.8%+1.8pp | 71.3%+6.3pp |
| Annual return | 22.02% | 28.07%-6.1pp | 32.76%-10.7pp | 378.56%-356.5pp |
| Employer contribution / active EE | $382 | $2,583-85.2% | $2,718-85.9% | $2,148-82.2% |
| Participant deferral / active EE | $3,163 | $4,060-22.1% | $4,069-22.2% | $3,539-10.6% |
| Admin fee / account holder | $114 | $123-6.9% | $7,888-98.6% | $142-19.7% |