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 |
|---|---|---|
Service code 27 300 FIFTH AVE. SUITE 301 · WALTHAM, MA 02451 | Advisory (Plan) | $57,646 |
INNOVATIVE PENSION3 years Service code 13 · EIN 33-0166640 12975 BROOKPRINTER PLACE, SUITE 200 · POWAY, CA 92064 | Contract Administrator | $35,635 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,489 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,010 | $69,159-56.6% | $125,175-76.0% | $67,579-55.6% |
| Participation rate | 85.1% | 78.2%+6.9pp | 79.8%+5.3pp | 71.3%+13.8pp |
| Annual return | 14.92% | 27.12%-12.2pp | 43.79%-28.9pp | 378.56%-363.6pp |
| Employer contribution / active EE | $2,432 | $2,023+20.2% | $3,865-37.1% | $2,148+13.2% |
| Participant deferral / active EE | $1,384 | $3,700-62.6% | $4,937-72.0% | $3,539-60.9% |
| Admin fee / account holder | $98 | $142-30.9% | $9,702-99.0% | $142-31.2% |