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 FUNDS7 years Service code 15 · EIN 82-4555287 | Recordkeeping | $2,780 |
BDS CONSULTING GROUP, INC.6 years Service code 15 · EIN 04-2547708 | Recordkeeping | $2,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,061 | $100,923-34.5% | $150,045-56.0% | $74,304-11.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 19.75% | 51.77%-32.0pp | 62.55%-42.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $3,908 | $3,463+12.8% | $4,693-16.7% | $2,241+74.4% |
| Participant deferral / active EE | $4,636 | $6,709-30.9% | $7,997-42.0% | $3,767+23.1% |
| Admin fee / account holder | $20 | $2,767-99.3% | $13,435-99.9% | $2,969-99.3% |