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 3-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 |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,421 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $1,336 |
USI CONSULTING GROUP2 years Service code 13 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 060334456 | Contract Administrator | $343 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,911,075 | $210,648+807.2% | $177,989+973.7% | $145,922+1209.7% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 13.91% | 385.86%-371.9pp | 294.48%-280.6pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,356 | $4,565-48.4% | $3,949-40.3% | $4,660-49.4% |
| Participant deferral / active EE | $5,149 | $6,958-26.0% | $6,276-18.0% | $6,688-23.0% |
| Admin fee / account holder | $2,796 | $12,013-76.7% | $10,363-73.0% | $13,397-79.1% |