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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $61,970 |
SAGEVIEW ADVISORY GROUP, LLC8 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $45,000 |
MOSS ADAMS LLP1 year Filed as: MOSS- ADAMS LLP Service code 99 PO BOX 101822 · PASADENA, CA 911891822 | Other Fees | $10,033 |
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 | $40,255 | $53,345-24.5% | $121,098-66.8% | $74,419-45.9% |
| Participation rate | 54.4% | 60.0%-5.6pp | 69.5%-15.1pp | 70.7%-16.3pp |
| Annual return | 17.61% | 35.15%-17.5pp | 985.75%-968.1pp | 34.38%-16.8pp |
| Employer contribution / active EE | $1,211 | $1,898-36.2% | $4,164-70.9% | $2,637-54.1% |
| Participant deferral / active EE | $2,234 | $3,221-30.7% | $4,080-45.3% | $4,528-50.7% |
| Admin fee / account holder | $179 | $382-53.2% | $5,644-96.8% | $348-48.6% |