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 |
|---|---|---|
BEASLEY & COMPANY7 years Service code 13 · EIN 73-1412334 2626 E 21ST ST STE 1 · TULSA, OK 741141719 | Contract Administrator | $6,485 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 SERVICES · IRVINE, CA 92618 | Recordkeeping Fees | $990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,575 | $62,603-52.8% | $104,294-71.6% | $66,914-55.8% |
| Participation rate | 50.7% | 59.6%-8.9pp | 73.3%-22.6pp | 69.8%-19.1pp |
| Annual return | -17.06% | -14.70%-2.4pp | 24.61%-41.7pp | 1.58%-18.6pp |
| Employer contribution / active EE | $949 | $1,972-51.9% | $3,372-71.9% | $2,544-62.7% |
| Participant deferral / active EE | $1,358 | $2,853-52.4% | $4,625-70.6% | $4,237-68.0% |
| Admin fee / account holder | $52 | $656-92.1% | $7,339-99.3% | $593-91.2% |