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 10-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 |
|---|---|---|
EVERGREEN ADVISORS, LLC9 years Service code 27 1206 POINTE CENTRE DR STE 160 · CHATTANOOGA, TN 37421 | Advisory (Plan) | $45,687 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,035 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,891 | $84,556-32.7% | $116,228-51.1% | $74,304-23.4% |
| Participation rate | 88.8% | 66.0%+22.8pp | 74.6%+14.2pp | 60.3%+28.4pp |
| Annual return | 15.41% | 18.35%-2.9pp | 90.06%-74.6pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,702 | $2,168-21.5% | $2,994-43.1% | $2,241-24.0% |
| Participant deferral / active EE | $2,734 | $3,814-28.3% | $4,953-44.8% | $3,767-27.4% |
| Admin fee / account holder | $189 | $3,792-95.0% | $11,989-98.4% | $2,969-93.6% |