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 9-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 |
|---|---|---|
Service code 10 · EIN 16-1092347 11 BRITISH AMERICAN BLVD · LATHAM, NY 12110 | Accounting | $25,966 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $10,153 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,778 | $109,881+28.1% | $150,045-6.2% | $84,808+66.0% |
| Participation rate | 83.7% | 76.1%+7.6pp | 82.3%+1.4pp | 68.3%+15.4pp |
| Annual return | 17.36% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,278 | $3,561-7.9% | $4,693-30.2% | $2,631+24.6% |
| Participant deferral / active EE | $12,463 | $6,636+87.8% | $7,997+55.9% | $4,212+195.9% |
| Admin fee / account holder | $314 | $8,568-96.3% | $13,435-97.7% | $7,344-95.7% |