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 5-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 |
|---|---|---|
AMERICAN FUNDS5+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $37,514 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $28,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,775 | $106,028-53.1% | $146,958-66.1% | $77,643-35.9% |
| Participation rate | 73.2% | 78.4%-5.1pp | 82.2%-8.9pp | 70.6%+2.7pp |
| Annual return | 22.72% | 56.73%-34.0pp | 418.34%-395.6pp | 31.24%-8.5pp |
| Employer contribution / active EE | $3,504 | $4,063-13.8% | $4,933-29.0% | $2,726+28.5% |
| Participant deferral / active EE | $7,730 | $7,990-3.3% | $8,070-4.2% | $4,647+66.3% |
| Admin fee / account holder | $109 | $337-67.8% | $12,998-99.2% | $430-74.8% |