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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $30,074 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,436 |
THE ANGELL PENSION GROUP, INC.10+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · E PROVIDENCE, RI 02914 | Contract Administrator | $3,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,476 | $122,239-71.8% | $184,203-81.3% | $74,495-53.7% |
| Participation rate | 83.1% | 85.5%-2.4pp | 86.8%-3.7pp | 67.2%+15.9pp |
| Annual return | 19.26% | 19.95%-0.7pp | 28.81%-9.6pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $649 | $4,537-85.7% | $6,427-89.9% | $2,623-75.2% |
| Participant deferral / active EE | $2,405 | $7,139-66.3% | $9,131-73.7% | $4,346-44.7% |
| Admin fee / account holder | $235 | $1,260-81.3% | $13,901-98.3% | $1,942-87.9% |