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 |
|---|---|---|
DELAWARE INVESTMENTS1 year Filed as: DELAWARE VALLEY FLORAL GROUP Service code 99 520 MANTUA BLVD · SEWELL, NJ 08080 | Other Fees | $7,500 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $7,083 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,367 | $91,372-16.4% | $129,995-41.3% | $74,419+2.6% |
| Participation rate | 93.6% | 77.8%+15.8pp | 78.5%+15.1pp | 70.7%+22.9pp |
| Annual return | 18.63% | 23.21%-4.6pp | -137.18%+155.8pp | 34.38%-15.8pp |
| Employer contribution / active EE | $646 | $2,563-74.8% | $4,320-85.0% | $2,637-75.5% |
| Participant deferral / active EE | $3,396 | $4,721-28.1% | $5,820-41.7% | $4,528-25.0% |
| Admin fee / account holder | $32 | $283-88.7% | $10,614-99.7% | $348-90.8% |