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 |
|---|---|---|
VANTAGE FINANCIAL GROUP1 year Filed as: VANTAGE TRAVEL SERVICES Service code 99 90 CANAL ST · BOSTON, MA 02114 | Other Fees | $15,000 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $7,005 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,813 | $39,019+125.1% | $80,716+8.8% | $85,850+2.3% |
| Participation rate | 82.8% | 41.5%+41.2pp | 54.2%+28.6pp | 69.3%+13.4pp |
| Annual return | 12.44% | 26.27%-13.8pp | 87.28%-74.8pp | 318.53%-306.1pp |
| Employer contribution / active EE | $2,230 | $722+208.9% | $1,160+92.3% | $2,565-13.1% |
| Participant deferral / active EE | $7,410 | $1,326+459.0% | $2,146+245.4% | $3,952+87.5% |
| Admin fee / account holder | $25 | $2,431-99.0% | $3,380-99.3% | $6,260-99.6% |