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 INC3 years Filed as: SECURITIES AMERICA, INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $41,151 |
AMERICAN FUNDS6+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $15,867 |
RED BANK PENSION SERVICES, INC.6+ years Service code 13 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Contract Administrator | $2,666 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,618 | $56,485-42.3% | $185,823-82.4% | $86,799-62.4% |
| Participation rate | 99.4% | 65.5%+33.9pp | 81.7%+17.7pp | 72.3%+27.1pp |
| Annual return | 13.72% | 118.04%-104.3pp | 122.05%-108.3pp | 97.91%-84.2pp |
| Employer contribution / active EE | $1,165 | $1,843-36.8% | $5,167-77.5% | $2,405-51.6% |
| Participant deferral / active EE | $2,139 | $2,553-16.2% | $5,568-61.6% | $4,131-48.2% |
| Admin fee / account holder | $141 | $150-5.9% | $16,237-99.1% | $170-17.0% |