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 |
|---|---|---|
SUNBURST PENSION SERVICES3 years Service code 13 · EIN 90-0288844 2919 E. MENLO ST. · MESA, AZ 85213 | Contract Administrator | $150 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $75 |
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 | $55,787 | $49,451+12.8% | $79,550-29.9% | $66,914-16.6% |
| Participation rate | 33.3% | 61.3%-28.0pp | 69.5%-36.2pp | 69.8%-36.5pp |
| Annual return | -15.45% | 84.25%-99.7pp | 0.16%-15.6pp | 1.58%-17.0pp |
| Employer contribution / active EE | $958 | $1,266-24.3% | $2,413-60.3% | $2,544-62.4% |
| Participant deferral / active EE | $1,987 | $3,159-37.1% | $3,985-50.1% | $4,237-53.1% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |