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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SRV. Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $45,202 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $28,381 |
NBT BANCORP NA1 year Filed as: NBT BANK NA DBA THIRD PARTY ADMINIS Service code 13 41 CAMPUS DR STE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $11,942 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,220 | $55,416+19.5% | $75,972-12.8% | $77,643-14.7% |
| Participation rate | 94.6% | 63.6%+31.1pp | 69.1%+25.6pp | 70.6%+24.1pp |
| Annual return | 12.95% | 17.07%-4.1pp | 359.55%-346.6pp | 31.24%-18.3pp |
| Employer contribution / active EE | $3,092 | $1,788+73.0% | $2,685+15.2% | $2,726+13.4% |
| Participant deferral / active EE | $4,681 | $3,447+35.8% | $4,255+10.0% | $4,647+0.7% |
| Admin fee / account holder | $182 | $414-56.1% | $6,467-97.2% | $430-57.8% |