See peer percentile detail with Solo.
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.
See the 9-year trajectory with Solo.
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 GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 | Recordkeeping Fees | $6,475 |
BURLEIGH CONSULTING GROUP3 years Service code 13 465 JACK KRAMER DR SUITE 2 · MEMPHIS, TN 38117 | Contract Administrator | $1,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,345 | $30,086-59.0% | $61,373-79.9% | $64,808-81.0% |
| Participation rate | 28.7% | 36.4%-7.7pp | 52.6%-23.9pp | 71.5%-42.8pp |
| Annual return | -16.26% | -13.99%-2.3pp | 338.61%-354.9pp | 32.82%-49.1pp |
| Employer contribution / active EE | $710 | $536+32.4% | $1,159-38.8% | $2,506-71.7% |
| Participant deferral / active EE | $1,191 | $1,126+5.8% | $2,125-43.9% | $4,310-72.4% |
| Admin fee / account holder | $30 | $148-79.6% | $2,130-98.6% | $188-83.9% |