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 |
|---|---|---|
TRINITY PENSION GROUP, LLC2 years Service code 10 · EIN 20-0235252 P.O. BOX 2159 · JAMESTOWN, NC 27282 | Accounting | $280 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIRE PLAN SERV Service code 15 · EIN 95-6817943 9788 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,946 | $39,019-64.3% | $80,716-82.7% | $85,850-83.8% |
| Participation rate | 64.2% | 41.5%+22.7pp | 54.2%+10.0pp | 69.3%-5.1pp |
| Annual return | 15.56% | 26.27%-10.7pp | 87.28%-71.7pp | 318.53%-303.0pp |
| Employer contribution / active EE | $676 | $722-6.4% | $1,160-41.8% | $2,565-73.7% |
| Participant deferral / active EE | $716 | $1,326-46.0% | $2,146-66.6% | $3,952-81.9% |
| Admin fee / account holder | $5 | $2,431-99.8% | $3,380-99.8% | $6,260-99.9% |