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 |
|---|---|---|
CAMPBELL TAYLOR WASHBURN1 year Service code 10 · EIN 68-0251243 | Accounting | $7,518 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,901 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,235 | $72,277+47.0% | $101,248+4.9% | $79,858+33.0% |
| Participation rate | 70.4% | 68.5%+2.0pp | 75.8%-5.4pp | 69.6%+0.8pp |
| Annual return | 12.69% | 22.30%-9.6pp | 46.47%-33.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,628 | $2,692-39.5% | $3,660-55.5% | $2,471-34.1% |
| Participant deferral / active EE | $3,932 | $3,282+19.8% | $4,370-10.0% | $3,740+5.1% |
| Admin fee / account holder | $139 | $4,400-96.9% | $5,945-97.7% | $5,306-97.4% |