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 |
|---|---|---|
THE ADVISORY GROUP5+ years Service code 27 20955 PATHFINDER RD., SUITE 110 · DIAMOND BAR, CA 91765 | Advisory (Plan) | $23,099 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 20-3691658 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $8,125 |
Service code 13 · EIN 95-3949084 880 APOLLO ST., SUITE 215 · EL SEGUNDO, CA 902454782 | Contract Administrator | $1,350 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,590 | $50,666+120.2% | $76,817+45.3% | $65,185+71.2% |
| Participation rate | 97.6% | 68.8%+28.8pp | 72.1%+25.5pp | 70.2%+27.4pp |
| Annual return | 20.04% | 28.51%-8.5pp | 1166.11%-1146.1pp | 29.38%-9.3pp |
| Employer contribution / active EE | $5,381 | $1,575+241.7% | $2,302+133.7% | $2,177+147.2% |
| Participant deferral / active EE | $5,659 | $2,647+113.8% | $3,336+69.6% | $3,514+61.1% |
| Admin fee / account holder | $178 | $463-61.5% | $6,420-97.2% | $847-79.0% |