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 13 · EIN 48-0890241 | Contract Administrator | $23,375 |
Service code 10 · EIN 48-1246310 | Accounting | $7,150 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,623 |
Annual investment return 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 | $77,161 | $73,404+5.1% | $87,100-11.4% | $67,579+14.2% |
| Participation rate | 81.9% | 80.9%+1.1pp | 76.9%+5.1pp | 71.3%+10.7pp |
| Annual return | 2.20% | 48.29%-46.1pp | 28.19%-26.0pp | 378.56%-376.4pp |
| Employer contribution / active EE | $1,470 | $2,014-27.0% | $2,521-41.7% | $2,148-31.5% |
| Participant deferral / active EE | $3,315 | $3,913-15.3% | $4,049-18.1% | $3,539-6.3% |
| Admin fee / account holder | $89 | $142-37.5% | $7,497-98.8% | $142-37.8% |