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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $29,145 |
GORDON ASSET MANAGEMENT6+ years Service code 27 1007 SLATER ROAD, STE 200 · DURHAM, NC 27703 | Advisory (Plan) | $15,001 |
Service code 10 · EIN 62-1719416 | Accounting | $15,000 |
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 | $61,515 | $64,286-4.3% | $90,951-32.4% | $73,409-16.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.0%+31.0pp | 72.2%+27.8pp |
| Annual return | 13.46% | 21.45%-8.0pp | 134.60%-121.1pp | 59.29%-45.8pp |
| Employer contribution / active EE | $1,792 | $895+100.4% | $2,122-15.5% | $2,234-19.8% |
| Participant deferral / active EE | $2,305 | $2,453-6.1% | $3,373-31.7% | $3,805-39.4% |
| Admin fee / account holder | $235 | $287-18.0% | $5,959-96.1% | $158+49.1% |