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 10-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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,262 |
STEPHEN M KOCH & CO., INC.9+ years Service code 13 11335 NE 122ND WAY, SUITE 105 · KIRKLAND, WA 98034 | Contract Administrator | $1,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,647 | $92,971+35.1% | $96,683+30.0% | $74,419+68.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 18.37% | 37.49%-19.1pp | 35.69%-17.3pp | 34.38%-16.0pp |
| Employer contribution / active EE | $4,431 | $3,426+29.3% | $3,737+18.6% | $2,637+68.0% |
| Participant deferral / active EE | $9,432 | $3,970+137.6% | $4,878+93.3% | $4,528+108.3% |
| Admin fee / account holder | $71 | $633-88.8% | $6,730-98.9% | $348-79.5% |