Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVQ Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,799 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 101 E. GRAND AVENUE SUITE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $1,625 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,748 | $88,087-58.3% | $164,866-77.7% | $74,546-50.7% |
| Participation rate | 74.0% | 73.1%+1.0pp | 78.6%-4.6pp | 67.2%+6.8pp |
| Annual return | 15.17% | 17.27%-2.1pp | 69.97%-54.8pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $1,353 | $2,595-47.9% | $4,343-68.9% | $2,624-48.5% |
| Participant deferral / active EE | $1,934 | $4,499-57.0% | $6,033-67.9% | $4,347-55.5% |
| Admin fee / account holder | $38 | $2,232-98.3% | $12,689-99.7% | $1,944-98.1% |