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 |
|---|---|---|
Filed as: SCHWARTZ GIANNINI LANTSBERGER & ADA Service code 10 4578 FEATHER RIVER DR STE D · STOCKTON, CA 95219 | Accounting | $8,000 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $7,945 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,184 | $62,132-11.2% | $185,823-70.3% | $73,488-24.9% |
| Participation rate | 95.7% | 67.8%+27.9pp | 78.0%+17.7pp | 70.7%+25.0pp |
| Annual return | 21.81% | 20.44%+1.4pp | 35.95%-14.1pp | 28.51%-6.7pp |
| Employer contribution / active EE | $1,449 | $1,681-13.8% | $4,087-64.6% | $2,270-36.2% |
| Participant deferral / active EE | $2,817 | $3,711-24.1% | $5,632-50.0% | $3,740-24.7% |
| Admin fee / account holder | $130 | $419-69.0% | $9,500-98.6% | $513-74.7% |