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 8-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 |
|---|---|---|
FUSION FAMILY WEALTH, LLC6+ years Service code 27 88 FROEHLICH FARM BLVD STE 401 · WOODBURY, NY 11797 | Advisory (Plan) | $70,752 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $18,726 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,245 | $99,957+47.3% | $149,696-1.6% | $73,488+100.4% |
| Participation rate | 90.7% | 75.7%+15.0pp | 82.5%+8.2pp | 70.7%+20.0pp |
| Annual return | 17.81% | 53.87%-36.1pp | 276.60%-258.8pp | 28.51%-10.7pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $11,251 | $6,073+85.3% | $6,842+64.4% | $3,740+200.9% |
| Admin fee / account holder | $288 | $551-47.7% | $9,309-96.9% | $513-43.9% |