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 COMPANY2 years Service code 27 9040 GARDEN ARBOR DR UNIT 206 · GERMANTOWN, TN 38138 | Advisory (Plan) | $28,809 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC. Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $6,526 |
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 | $176,320 | $102,605+71.8% | $145,661+21.0% | $84,808+107.9% |
| Participation rate | 98.7% | 74.3%+24.4pp | 77.2%+21.5pp | 68.3%+30.4pp |
| Annual return | 13.94% | 26.50%-12.6pp | 101.46%-87.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,084 | $3,325-7.2% | $4,238-27.2% | $2,631+17.2% |
| Participant deferral / active EE | $4,386 | $5,750-23.7% | $7,198-39.1% | $4,212+4.1% |
| Admin fee / account holder | $6,179 | $8,758-29.4% | $12,466-50.4% | $7,344-15.9% |