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 |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRV, CA 92618 | Recordkeeping Fees | $18,380 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $12,946 |
COASTAL PENSION SERVICES6 years Service code 13 723 LEE DEFOREST DRIVE, SUITE 102 · COLUMBIA, MD 210463202 | Contract Administrator | $12,626 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $28,325 | $101,317-72.0% | $146,958-80.7% | $74,495-62.0% |
| Participation rate | 86.5% | 75.5%+10.9pp | 82.2%+4.3pp | 67.2%+19.3pp |
| Annual return | 12.07% | 8730.91%-8718.8pp | 418.34%-406.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $725 | $3,810-81.0% | $4,933-85.3% | $2,623-72.4% |
| Participant deferral / active EE | $3,183 | $7,303-56.4% | $8,070-60.6% | $4,346-26.8% |
| Admin fee / account holder | $328 | $1,739-81.1% | $12,998-97.5% | $1,942-83.1% |