Filed December 7, 2022
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 7-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 SERVICES Service code 50 · EIN 20-3691658 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Direct Payment | $1,830 |
THE BENEFIT PRACTICE4 years Service code 49 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Other Services | $1,500 |
Service code 50 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Direct Payment | $75 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,654 | $60,989-30.1% | $60,874-29.9% | $66,914-36.3% |
| Participation rate | 97.8% | 74.5%+23.3pp | 73.1%+24.7pp | 69.8%+28.0pp |
| Annual return | -15.39% | -9.60%-5.8pp | 16.90%-32.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $6,479 | $2,661+143.5% | $2,701+139.8% | $2,544+154.6% |
| Participant deferral / active EE | $8,049 | $3,615+122.7% | $3,817+110.9% | $4,237+90.0% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |