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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.
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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE1 year Service code 37 · EIN 13-4144565 | Loan Processing | $1,525 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV. Service code 37 · EIN 82-4555287 | Loan Processing | $670 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,671 | $104,475-89.8% | $159,436-93.3% | $79,386-86.6% |
| Participation rate | 99.5% | 76.6%+22.9pp | 82.8%+16.7pp | 70.7%+28.8pp |
| Annual return | 19.04% | 67.95%-48.9pp | 263.57%-244.5pp | 116.85%-97.8pp |
| Employer contribution / active EE | $3,105 | $3,417-9.1% | $4,829-35.7% | $2,427+27.9% |
| Participant deferral / active EE | $1,641 | $6,467-74.6% | $7,352-77.7% | $4,046-59.4% |
| Admin fee / account holder | $8 | $711-98.8% | $10,799-99.9% | $626-98.7% |