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 Service code 64 | Recordkeeping Fees | $1,350 |
GRINER DRILLING SERVICE, INC.6+ years Service code 99 · EIN 64-0437950 | Other Fees | $0 |
MAGNOLIA CAPITAL ADVISORS2 years Filed as: MAGNOLIA CAPITAL ADVISORS, LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: MARTIN, ,MARTIN, RANDALL & ASSOCIAT Service code 13 · EIN 64-0765749 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,435 | $72,277-5.3% | $101,248-32.4% | $79,858-14.3% |
| Participation rate | 81.7% | 68.5%+13.2pp | 75.8%+5.9pp | 69.6%+12.1pp |
| Annual return | 11.59% | 22.30%-10.7pp | 46.47%-34.9pp | 31.71%-20.1pp |
| Employer contribution / active EE | $817 | $2,692-69.6% | $3,660-77.7% | $2,471-66.9% |
| Participant deferral / active EE | $3,269 | $3,282-0.4% | $4,370-25.2% | $3,740-12.6% |
| Admin fee / account holder | $28 | $4,400-99.4% | $5,945-99.5% | $5,306-99.5% |