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 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $49,081 |
Service code 10 203 N BREA BLVD STE 203 · BREA, CA 92821 | Accounting | $16,500 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,758 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $273,600 | $62,928+334.8% | $172,739+58.4% | $67,579+304.9% |
| Participation rate | 85.7% | 64.5%+21.2pp | 82.6%+3.0pp | 71.3%+14.4pp |
| Annual return | 23.94% | 30.36%-6.4pp | 802.84%-778.9pp | 378.56%-354.6pp |
| Employer contribution / active EE | $7,809 | $1,636+377.3% | $5,143+51.8% | $2,148+263.6% |
| Participant deferral / active EE | $15,472 | $2,145+621.4% | $5,198+197.7% | $3,539+337.2% |
| Admin fee / account holder | $210 | $167+25.9% | $13,954-98.5% | $142+47.4% |