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 |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGLELES, CA 90071 | Recordkeeping Fees | $24,395 |
GORDON ASSET MANAGEMENT1+ years Service code 27 1007 SLATER ROAD, STE 200 · DURHAM, NC 27703 | Advisory (Plan) | $15,000 |
PSHH RETIREMENT SERVICES, LLC1+ years Service code 13 · EIN 05-0560259 | Contract Administrator | $9,774 |
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 | $35,233 | $33,745+4.4% | $64,105-45.0% | $55,191-36.2% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.2%+31.8pp | 69.2%+30.8pp |
| Annual return | -0.27% | 4.95%-5.2pp | 791.24%-791.5pp | 10.78%-11.0pp |
| Employer contribution / active EE | $1,432 | $641+123.4% | $1,820-21.3% | $1,899-24.6% |
| Participant deferral / active EE | $1,826 | $1,929-5.4% | $2,822-35.3% | $3,046-40.1% |
| Admin fee / account holder | $130 | $94+38.2% | $4,499-97.1% | $91+43.6% |