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 |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $29,662 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $19,715 |
RED BANK PENSION SERVICES, INC.4+ years Service code 13 2 HARTFORD DRIVE, STE.101 · RED BANK, NJ 07701 | Contract Administrator | $8,785 |
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 | $26,065 | $62,928-58.6% | $172,739-84.9% | $67,579-61.4% |
| Participation rate | 94.6% | 64.5%+30.1pp | 82.6%+11.9pp | 71.3%+23.3pp |
| Annual return | 22.28% | 30.36%-8.1pp | 802.84%-780.6pp | 378.56%-356.3pp |
| Employer contribution / active EE | $1,121 | $1,636-31.5% | $5,143-78.2% | $2,148-47.8% |
| Participant deferral / active EE | $2,014 | $2,145-6.1% | $5,198-61.3% | $3,539-43.1% |
| Admin fee / account holder | $149 | $167-10.4% | $13,954-98.9% | $142+4.9% |