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 |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $19,255 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $10,065 |
BENEFIT RESOURCES, INC.4 years Service code 13 · EIN 68-0198481 1545 RIVER PARK DR. · SACRAMENTO, CA 95815 | Contract Administrator | $3,000 |
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 | $47,232 | $58,879-19.8% | $178,490-73.5% | $73,488-35.7% |
| Participation rate | 52.6% | 66.2%-13.7pp | 81.9%-29.4pp | 70.7%-18.1pp |
| Annual return | 16.99% | 24.86%-7.9pp | 151.07%-134.1pp | 28.51%-11.5pp |
| Employer contribution / active EE | $1,778 | $2,236-20.5% | $5,011-64.5% | $2,270-21.7% |
| Participant deferral / active EE | $2,721 | $2,567+6.0% | $5,202-47.7% | $3,740-27.2% |
| Admin fee / account holder | $239 | $400-40.3% | $13,984-98.3% | $513-53.4% |