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 13 · EIN 42-0127290 | Contract Administrator | $60,028 |
AMERICAN FUNDS2 years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 27 · EIN 46-4255096 | Advisory (Plan) | $34,827 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,835 | $102,317-4.4% | $146,958-33.4% | $80,856+21.0% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 12.18% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,941 | $3,713+6.1% | $4,933-20.1% | $2,755+43.0% |
| Participant deferral / active EE | $8,655 | $6,644+30.3% | $8,070+7.3% | $4,296+101.5% |
| Admin fee / account holder | $469 | $7,941-94.1% | $12,998-96.4% | $6,918-93.2% |