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, LLC3 years Service code 10 · EIN 20-0235252 P.O. BOX 2159 · JAMESTOWN, NC 27282 | Accounting | $400 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIRE PLAN SERV Service code 15 · EIN 95-6817943 9788 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $275 |
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 | $12,086 | $26,549-54.5% | $61,373-80.3% | $66,914-81.9% |
| Participation rate | 63.4% | 38.1%+25.3pp | 52.6%+10.8pp | 69.8%-6.4pp |
| Annual return | -17.27% | -16.21%-1.1pp | 338.61%-355.9pp | 1.58%-18.9pp |
| Employer contribution / active EE | $744 | $651+14.2% | $1,159-35.8% | $2,544-70.7% |
| Participant deferral / active EE | $799 | $1,338-40.3% | $2,125-62.4% | $4,237-81.1% |
| Admin fee / account holder | $8 | $409-98.1% | $2,130-99.6% | $593-98.7% |