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 FUNDS7+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $130,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $17,420 |
WISS & COMPANY, LLP3 years Filed as: WISS Service code 10 · EIN 22-1732349 | Accounting | $15,500 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $1,017 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,621 | $120,450-26.4% | $159,436-44.4% | $93,030-4.7% |
| Participation rate | 93.5% | 78.0%+15.5pp | 82.8%+10.6pp | 73.9%+19.6pp |
| Annual return | 15.69% | 27.11%-11.4pp | 263.57%-247.9pp | 158.70%-143.0pp |
| Employer contribution / active EE | $1,607 | $3,526-54.4% | $4,829-66.7% | $2,706-40.6% |
| Participant deferral / active EE | $5,751 | $7,283-21.0% | $7,352-21.8% | $4,562+26.0% |
| Admin fee / account holder | $128 | $137-6.1% | $10,799-98.8% | $152-15.4% |