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 |
|---|---|---|
PINNACLE PLAN DESIGN, LLC3 years Service code 13 · EIN 20-3970947 P.O. BOX 64130 · TUCSON, AZ 857284130 | Contract Administrator | $41,166 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $28,000 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $3,153 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,254 | $101,317+101.6% | $146,958+39.0% | $74,495+174.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 23.92% | 8730.91%-8707.0pp | 418.34%-394.4pp | 1364.94%-1341.0pp |
| Employer contribution / active EE | $7,433 | $3,810+95.1% | $4,933+50.7% | $2,623+183.4% |
| Participant deferral / active EE | $8,209 | $7,303+12.4% | $8,070+1.7% | $4,346+88.9% |
| Admin fee / account holder | $249 | $1,739-85.7% | $12,998-98.1% | $1,942-87.2% |