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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 12 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Claims processing; Contract Administr... | $24,982 |
Service code 27 100 PINEWOOD LN STE 307 · WARRENDALE, PA 15086 | Advisory (Plan) | $21,539 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VANTAGEN, LLC Service code 12 · EIN 23-2932984 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Direct payment from the plan; Other s... | $21,453 |
CATANESE GROUP8 years Filed as: CANTANESE GROUP Service code 10 · EIN 25-1685380 307 STATE STREET · JOHNSTOWN, PA 15905 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,064 | $53,165-9.6% | $86,188-44.2% | $74,419-35.4% |
| Participation rate | 54.2% | 64.9%-10.7pp | 69.0%-14.8pp | 70.7%-16.6pp |
| Annual return | 43.82% | 22.64%+21.2pp | 1168.45%-1124.6pp | 34.38%+9.4pp |
| Employer contribution / active EE | $1,446 | $1,210+19.5% | $2,380-39.2% | $2,637-45.2% |
| Participant deferral / active EE | $3,590 | $3,234+11.0% | $3,985-9.9% | $4,528-20.7% |
| Admin fee / account holder | $251 | $551-54.6% | $6,852-96.3% | $348-28.0% |