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 |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $7,283 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $51 |
TD AMERITRADE, INC.7 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $32 |
Service code 33 | Securities brokerage | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $435,673 | $93,571+365.6% | $135,903+220.6% | $75,163+479.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.29% | 30.90%-12.6pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $30,088 | $3,537+750.8% | $4,856+519.6% | $2,670+1027.0% |
| Participant deferral / active EE | $17,961 | $6,404+180.5% | $7,758+131.5% | $4,125+335.4% |
| Admin fee / account holder | $50 | $6,975-99.3% | $10,762-99.5% | $5,651-99.1% |