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 FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 96-6817943 333 SOUTH HOPE ST 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $7,365 |
Filed as: UBS FINANCIAL SERVCIES Service code 28 | Investment Management | $25 |
CRMC1 year Service code 15 | Recordkeeping | $8 |
DIEL BANWARD BOLTON CPA1 year Service code 15 | Recordkeeping | $2 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,226 | $74,024+24.6% | $77,999+18.2% | $57,658+60.0% |
| Participation rate | 72.4% | 79.7%-7.4pp | 75.5%-3.1pp | 70.2%+2.2pp |
| Annual return | 6.35% | 12.14%-5.8pp | 425.96%-419.6pp | 5.13%+1.2pp |
| Employer contribution / active EE | $0 | $2,365-100.0% | $2,470-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,244 | $3,533-64.8% | $3,497-64.4% | $3,061-59.4% |
| Admin fee / account holder | $36 | $93-61.5% | $5,480-99.3% | $95-62.0% |