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 FUNDS3+ years Filed as: CAPITAL RESEARCH & CONSULTING Service code 27 15 SOUTH RAYMOND AVENUE · PASADENA, CA 91105 | Advisory (Plan) | $13,038 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,877 |
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 | $34,646 | $69,305-50.0% | $82,313-57.9% | $69,631-50.2% |
| Participation rate | 99.7% | 80.3%+19.5pp | 76.9%+22.8pp | 70.7%+29.0pp |
| Annual return | 16.44% | 21.47%-5.0pp | 25.88%-9.4pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $3,831 | $1,887+103.1% | $2,428+57.8% | $2,032+88.5% |
| Participant deferral / active EE | $1,703 | $3,568-52.3% | $3,706-54.1% | $3,224-47.2% |
| Admin fee / account holder | $19 | $97-80.0% | $5,608-99.7% | $110-82.4% |