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 |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV. Service code 50 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Direct Payment | $46,159 |
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 27 · EIN 02-7210900 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $43,154 |
THE BENEFIT PRACTICE8+ years Service code 13 1055 WASHINGTON BLVD. · STAMFORD, CT 069012218 | Contract Administrator | $29,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,437 | $89,436-4.5% | $164,813-48.2% | $77,643+10.0% |
| Participation rate | 93.3% | 78.6%+14.7pp | 78.6%+14.7pp | 70.6%+22.7pp |
| Annual return | 13.66% | 28.83%-15.2pp | 69.93%-56.3pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,711 | $2,569+5.5% | $4,341-37.5% | $2,726-0.5% |
| Participant deferral / active EE | $6,667 | $4,897+36.1% | $6,031+10.5% | $4,647+43.5% |
| Admin fee / account holder | $188 | $339-44.8% | $12,690-98.5% | $430-56.4% |