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 FUNDS2 years Filed as: CAPITAL STRATEGIES Service code 27 · EIN 26-4789150 | Advisory (Plan) | $72,192 |
NWPS2 years Service code 11 · EIN 91-2090931 | Actuarial | $33,171 |
RELIANCE TRUST COMPANY2 years Filed as: RELIANCE TRUST Service code 21 · EIN 58-1428634 | Bank Trustee | $12,286 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,554-100.0% | $308,621-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 19.8%-19.8pp | 57.2%-57.2pp | 11.0%-11.0pp |
| Annual return | 8.51% | 7.82%+0.7pp | 8.06%+0.5pp | 8.23%+0.3pp |
| Employer contribution / active EE | $17,609 | $18,498-4.8% | $42,627-58.7% | $13,859+27.1% |
| Participant deferral / active EE | $0 | $7-100.0% | $71-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $918-100.0% | $8,774-100.0% | $1,652-100.0% |