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 INVESTMENTS2 years Filed as: DELAWARE VALLEY FLORAL GROUP Service code 99 520 MANTUA BLVD · SEWELL, NJ 08080 | Other Fees | $11,425 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $8,720 |
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 | $82,449 | $89,436-7.8% | $164,813-50.0% | $77,643+6.2% |
| Participation rate | 95.0% | 78.6%+16.4pp | 78.6%+16.4pp | 70.6%+24.4pp |
| Annual return | 15.39% | 28.83%-13.4pp | 69.93%-54.5pp | 31.24%-15.9pp |
| Employer contribution / active EE | $658 | $2,569-74.4% | $4,341-84.9% | $2,726-75.9% |
| Participant deferral / active EE | $3,432 | $4,897-29.9% | $6,031-43.1% | $4,647-26.2% |
| Admin fee / account holder | $45 | $339-86.6% | $12,690-99.6% | $430-89.4% |