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 |
|---|---|---|
LUTZ & COMPANY, PC4 years Filed as: LUTZ & COMPANY PC Service code 99 · EIN 47-0625816 13616 CALIFORNIA ST. STE 300 · OMAHA, NE 68154 | Other Fees | $47,719 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 13 · EIN 95-1411037 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Contract Administrator | $23,325 |
FORVIS MAZARS, LLP1 year Service code 99 · EIN 44-0160260 910 E. ST. LOUIS ST. STE 400 · SPRINGFIELD, MO 65807 | Other Fees | $16,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,353 | $50,815+91.6% | $155,509-37.4% | $77,643+25.4% |
| Participation rate | 79.4% | 63.1%+16.3pp | 78.2%+1.2pp | 70.6%+8.8pp |
| Annual return | 21.18% | 34.80%-13.6pp | 64.67%-43.5pp | 31.24%-10.1pp |
| Employer contribution / active EE | $1,615 | $1,993-18.9% | $4,672-65.4% | $2,726-40.7% |
| Participant deferral / active EE | $3,282 | $2,822+16.3% | $5,626-41.7% | $4,647-29.4% |
| Admin fee / account holder | $126 | $437-71.1% | $15,912-99.2% | $430-70.7% |