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 10 · EIN 20-0235252 P.O. BOX 2159 · JAMESTOWN, NC 27282 | Accounting | $2,231 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIRE PLAN SERV Service code 15 · EIN 95-6817943 9788 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $481 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,246 | $35,986-66.0% | $77,482-84.2% | $73,488-83.3% |
| Participation rate | 48.6% | 40.8%+7.8pp | 54.2%-5.5pp | 70.7%-22.0pp |
| Annual return | 12.75% | 19.26%-6.5pp | 54.79%-42.0pp | 28.51%-15.8pp |
| Employer contribution / active EE | $468 | $557-16.1% | $986-52.6% | $2,270-79.4% |
| Participant deferral / active EE | $498 | $1,198-58.4% | $1,861-73.2% | $3,740-86.7% |
| Admin fee / account holder | $53 | $466-88.6% | $2,858-98.1% | $513-89.7% |