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: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD., SUITE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $44,522 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $20,440 |
Filed as: NATIONAL PENSION SERVICES CORP Service code 13 206 N. FIRST AVENUE · ARCADIA, CA 91006 | Contract Administrator | $1,200 |
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 | $67,620 | $58,347+15.9% | $85,682-21.1% | $86,799-22.1% |
| Participation rate | 65.4% | 64.9%+0.5pp | 69.9%-4.5pp | 72.3%-6.9pp |
| Annual return | 12.68% | 18.43%-5.8pp | 21.49%-8.8pp | 97.91%-85.2pp |
| Employer contribution / active EE | $2,180 | $1,751+24.5% | $2,618-16.7% | $2,405-9.4% |
| Participant deferral / active EE | $3,342 | $3,065+9.0% | $3,923-14.8% | $4,131-19.1% |
| Admin fee / account holder | $168 | $147+13.9% | $6,873-97.6% | $170-1.0% |