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 |
|---|---|---|
FCG INVESTMENT COMPANY1 year Service code 27 9040 GARDEN ARBOR DR UNIT 206 · GERMANTOWN, TN 38138 | Advisory (Plan) | $26,039 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVC. Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $8,029 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,817 | $96,128+73.5% | $136,007+22.7% | $80,856+106.3% |
| Participation rate | 94.4% | 71.2%+23.2pp | 76.5%+18.0pp | 67.6%+26.8pp |
| Annual return | 13.59% | 28.71%-15.1pp | 579.32%-565.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,968 | $3,351-11.5% | $4,217-29.6% | $2,755+7.7% |
| Participant deferral / active EE | $4,123 | $5,709-27.8% | $7,025-41.3% | $4,296-4.0% |
| Admin fee / account holder | $14,716 | $8,236+78.7% | $6,858+114.6% | $6,918+112.7% |