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 INC2 years Filed as: SECURITIES AMERICA, INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $31,107 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $21,064 |
RED BANK PENSION SERVICES, INC.5+ years Service code 13 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Contract Administrator | $5,962 |
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 | $30,453 | $52,293-41.8% | $178,490-82.9% | $73,409-58.5% |
| Participation rate | 96.8% | 65.3%+31.4pp | 81.9%+14.8pp | 72.2%+24.6pp |
| Annual return | 20.31% | 34.75%-14.4pp | 151.07%-130.8pp | 59.29%-39.0pp |
| Employer contribution / active EE | $1,097 | $1,735-36.8% | $5,011-78.1% | $2,234-50.9% |
| Participant deferral / active EE | $1,884 | $2,332-19.2% | $5,202-63.8% | $3,805-50.5% |
| Admin fee / account holder | $150 | $127+17.8% | $13,984-98.9% | $158-5.0% |