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 |
|---|---|---|
ATS AUTOMATION10+ years Service code 99 450 SHATTUCK AVE S · RENTON, WA 98057 | Other Fees | $34,045 |
STEPHEN M KOCH & CO., INC.10+ years Service code 13 11335 NE 122ND WAY, SUITE 105 · KIRKLAND, WA 98034 | Contract Administrator | $13,354 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $5,674 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,305 | $82,917+78.9% | $103,333+43.5% | $77,643+91.0% |
| Participation rate | 94.8% | 71.6%+23.3pp | 74.5%+20.3pp | 70.6%+24.2pp |
| Annual return | 17.35% | 19.13%-1.8pp | 24.88%-7.5pp | 31.24%-13.9pp |
| Employer contribution / active EE | $4,642 | $3,552+30.7% | $3,868+20.0% | $2,726+70.3% |
| Participant deferral / active EE | $9,700 | $4,108+136.1% | $5,057+91.8% | $4,647+108.7% |
| Admin fee / account holder | $75 | $638-88.3% | $8,355-99.1% | $430-82.6% |