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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN S Service code 64 · EIN 86-0206507 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $350,033 |
STONES RIVER CONSULTING4 years Service code 13 2441- Q OLD FORT PARKWAY #407 · MURFREESBORO, TN 37128 | Contract Administrator | $146,354 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 120 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $101,395 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISORS LLC Service code 99 2301 ROSECRANS AVE.,#5100 · EL SEGUNDO, CA 90245 | Other Fees | $79,680 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,218 | $112,623-76.7% | $106,201-75.3% | $199,768-86.9% |
| Participation rate | 98.9% | 86.2%+12.6pp | 75.3%+23.6pp | 72.0%+26.9pp |
| Annual return | 20.81% | 15.57%+5.2pp | 116.26%-95.5pp | 34.26%-13.5pp |
| Employer contribution / active EE | $3,595 | $4,575-21.4% | $3,170+13.4% | $3,037+18.4% |
| Participant deferral / active EE | $4,624 | $6,659-30.6% | $5,012-7.7% | $5,090-9.1% |
| Admin fee / account holder | $148 | $107+38.5% | $11,039-98.7% | $269-44.9% |