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 10-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 |
|---|---|---|
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $7,953 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $553 |
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 | $52,828 | $59,328-11.0% | $118,925-55.6% | $73,488-28.1% |
| Participation rate | 53.8% | 62.3%-8.5pp | 75.4%-21.6pp | 70.7%-16.9pp |
| Annual return | 19.62% | 19.13%+0.5pp | 35.88%-16.3pp | 28.51%-8.9pp |
| Employer contribution / active EE | $1,320 | $1,803-26.8% | $3,263-59.5% | $2,270-41.9% |
| Participant deferral / active EE | $2,331 | $2,604-10.5% | $4,265-45.3% | $3,740-37.7% |
| Admin fee / account holder | $9 | $600-98.6% | $6,581-99.9% | $513-98.3% |