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 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $28,383 |
GORDON ASSET MANAGEMENT5+ years Service code 27 1007 SLATER ROAD, STE 200 · DURHAM, NC 27703 | Advisory (Plan) | $15,000 |
Filed as: PSH RETIREMENT SERVICES, LLC Service code 13 · EIN 05-0506259 | Contract Administrator | $12,362 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,867 | $40,174+14.2% | $84,015-45.4% | $67,579-32.1% |
| Participation rate | 100.0% | 62.7%+37.3pp | 69.0%+31.0pp | 71.3%+28.7pp |
| Annual return | 18.14% | 25.82%-7.7pp | 71.31%-53.2pp | 378.56%-360.4pp |
| Employer contribution / active EE | $1,399 | $808+73.3% | $1,983-29.4% | $2,148-34.8% |
| Participant deferral / active EE | $1,881 | $2,301-18.3% | $3,239-41.9% | $3,539-46.9% |
| Admin fee / account holder | $255 | $128+99.1% | $6,101-95.8% | $142+79.6% |