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 |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $17,287 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $10,794 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,022 | $46,292-48.1% | $143,757-83.3% | $64,808-62.9% |
| Participation rate | 82.0% | 64.2%+17.8pp | 80.3%+1.7pp | 71.5%+10.5pp |
| Annual return | -14.64% | -10.05%-4.6pp | -0.04%-14.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $882 | $1,910-53.8% | $4,951-82.2% | $2,506-64.8% |
| Participant deferral / active EE | $2,005 | $2,646-24.2% | $5,637-64.4% | $4,310-53.5% |
| Admin fee / account holder | $75 | $154-51.0% | $14,673-99.5% | $188-59.9% |