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 |
|---|---|---|
Service code 13 · EIN 36-4430093 119 E PALATINE RD STE 104 · PALATINE, IL 60067 | Contract Administrator | $5,130 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,972 | $130,194+0.6% | $169,993-23.0% | $71,457+83.3% |
| Participation rate | 93.2% | 86.1%+7.1pp | 87.0%+6.2pp | 67.9%+25.3pp |
| Annual return | 23.96% | 20.37%+3.6pp | 53.37%-29.4pp | 28.85%-4.9pp |
| Employer contribution / active EE | $3,466 | $4,381-20.9% | $6,785-48.9% | $2,588+33.9% |
| Participant deferral / active EE | $6,478 | $6,923-6.4% | $10,408-37.8% | $4,289+51.0% |
| Admin fee / account holder | $4 | $966-99.6% | $12,815-100.0% | $1,587-99.8% |