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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SRV. Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $27,108 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $25,837 |
THIRD PARTY ADMINISTRATORS, INC.9+ years Service code 13 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 03110 | Contract Administrator | $10,888 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,135 | $49,693+43.1% | $70,515+0.9% | $74,419-4.4% |
| Participation rate | 76.7% | 64.7%+12.0pp | 68.3%+8.3pp | 70.7%+5.9pp |
| Annual return | 59.50% | 21.22%+38.3pp | 32.77%+26.7pp | 34.38%+25.1pp |
| Employer contribution / active EE | $2,515 | $1,773+41.8% | $2,973-15.4% | $2,637-4.6% |
| Participant deferral / active EE | $4,047 | $3,376+19.9% | $4,567-11.4% | $4,528-10.6% |
| Admin fee / account holder | $166 | $316-47.5% | $6,412-97.4% | $348-52.3% |