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 |
|---|---|---|
NANA1 year Service code 99 · EIN 82-4555287 650 OLIVE ST · SHREVEPORT, LA 71104 | Other Fees | $10,000 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $850 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,235 | $78,422-27.0% | $95,952-40.4% | $79,858-28.3% |
| Participation rate | 82.7% | 73.5%+9.2pp | 77.1%+5.6pp | 69.6%+13.0pp |
| Annual return | 11.47% | 19.37%-7.9pp | 91.61%-80.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,353 | $1,945-30.5% | $2,541-46.8% | $2,471-45.3% |
| Participant deferral / active EE | $1,964 | $3,440-42.9% | $4,167-52.9% | $3,740-47.5% |
| Admin fee / account holder | $103 | $5,622-98.2% | $6,795-98.5% | $5,306-98.1% |