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 |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $20,218 |
Filed as: CALIFORNIA PENSION ADMINISTRATORS Service code 13 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Contract Administrator | $4,863 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,518 | $76,050+26.9% | $96,5440% | $71,457+35.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 20.61% | 22.81%-2.2pp | 25.84%-5.2pp | 28.85%-8.2pp |
| Employer contribution / active EE | $3,869 | $2,244+72.4% | $2,965+30.5% | $2,588+49.5% |
| Participant deferral / active EE | $7,474 | $4,215+77.3% | $4,851+54.1% | $4,289+74.3% |
| Admin fee / account holder | $12 | $2,707-99.6% | $8,252-99.9% | $1,587-99.3% |