Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 99 · EIN 71-0294708 | Other Fees | $38,542 |
AMERICAN FUNDS4 years Filed as: CAPITAL ASSET ADVISORY SVCS, LLC Service code 99 · EIN 38-3470125 | Other Fees | $28,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,577 | $85,515-4.6% | $112,040-27.2% | $67,986+20.0% |
| Participation rate | 81.2% | 68.2%+13.0pp | 76.5%+4.7pp | 57.2%+24.0pp |
| Annual return | 17.41% | 29.68%-12.3pp | 24.52%-7.1pp | 31.67%-14.3pp |
| Employer contribution / active EE | $1,524 | $2,191-30.4% | $2,954-48.4% | $2,019-24.5% |
| Participant deferral / active EE | $3,239 | $4,014-19.3% | $5,098-36.5% | $3,358-3.5% |
| Admin fee / account holder | $268 | $3,774-92.9% | $12,098-97.8% | $3,203-91.6% |