See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC4 years Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $45,716 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $29,184 |
THE MANDMARBLESTONE GROUP LLC8+ years Filed as: MANDMARBLESTONE GROUP LLC Service code 13 ONE RAYMOND DRIVE · HAVERTOWN, PA 190833100 | Contract Administrator | $4,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,574 | $101,317-39.2% | $146,958-58.1% | $74,495-17.3% |
| Participation rate | 88.9% | 75.5%+13.4pp | 82.2%+6.8pp | 67.2%+21.7pp |
| Annual return | 14.52% | 8730.91%-8716.4pp | 418.34%-403.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,320 | $3,810-12.9% | $4,933-32.7% | $2,623+26.6% |
| Participant deferral / active EE | $9,536 | $7,303+30.6% | $8,070+18.2% | $4,346+119.4% |
| Admin fee / account holder | $271 | $1,739-84.4% | $12,998-97.9% | $1,942-86.0% |