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 SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $14,184 |
EMPLOYEE BENEFIT SERVICES, INC.5+ years Filed as: EMPLOYEE BENEFIT SERVICES INC Service code 13 5110 MARYLAND WAY · BRENTWOOD, TN 37027 | Contract Administrator | $10,271 |
Service code 27 5110 MARYLAND WAY · BRENTWOOD, TN 37027 | Advisory (Plan) | $4,883 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,630 | $109,881-76.7% | $150,045-82.9% | $84,808-69.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.99% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $4,585 | $3,561+28.7% | $4,693-2.3% | $2,631+74.3% |
| Participant deferral / active EE | $1,808 | $6,636-72.8% | $7,997-77.4% | $4,212-57.1% |
| Admin fee / account holder | $186 | $8,568-97.8% | $13,435-98.6% | $7,344-97.5% |