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 |
|---|---|---|
BDO USA, LLP3 years Service code 12 501 RIVERSIDE AVE STE 800 · JACKSONVILLE, FL 32202 | Claims processing; Participant loan p... | $9,695 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMEN PLAN SVS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 23510 | Recordkeeping Fees | $5,161 |
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 | $28,361 | $62,928-54.9% | $172,739-83.6% | $67,579-58.0% |
| Participation rate | 83.7% | 64.5%+19.3pp | 82.6%+1.1pp | 71.3%+12.5pp |
| Annual return | 18.94% | 30.36%-11.4pp | 802.84%-783.9pp | 378.56%-359.6pp |
| Employer contribution / active EE | $777 | $1,636-52.5% | $5,143-84.9% | $2,148-63.8% |
| Participant deferral / active EE | $1,615 | $2,145-24.7% | $5,198-68.9% | $3,539-54.4% |
| Admin fee / account holder | $8 | $167-95.4% | $13,954-99.9% | $142-94.6% |