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: PENTEC PENSION MGT GROUP INC Service code 13 · EIN 75-2776689 | Contract Administrator | $420 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RET PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $350 |
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 | $106,066 | $88,083+20.4% | $164,813-35.6% | $74,495+42.4% |
| Participation rate | 59.6% | 73.0%-13.5pp | 78.6%-19.0pp | 67.2%-7.6pp |
| Annual return | 19.79% | 17.26%+2.5pp | 69.93%-50.1pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $2,870 | $2,593+10.7% | $4,341-33.9% | $2,623+9.4% |
| Participant deferral / active EE | $4,946 | $4,498+10.0% | $6,031-18.0% | $4,346+13.8% |
| Admin fee / account holder | $6 | $2,234-99.7% | $12,690-100.0% | $1,942-99.7% |