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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,429 |
AMERICAN FUNDS1+ years Filed as: ADVANCE CAPITAL GR Service code 27 · EIN 41-1921960 | Advisory (Plan) | $8,543 |
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 | $132,112 | $62,324+112.0% | $68,509+92.8% | $55,191+139.4% |
| Participation rate | 99.8% | 78.9%+20.9pp | 74.7%+25.1pp | 69.2%+30.6pp |
| Annual return | 0.12% | 4.26%-4.1pp | 8.27%-8.2pp | 10.78%-10.7pp |
| Employer contribution / active EE | $5,705 | $2,223+156.7% | $2,278+150.5% | $1,899+200.5% |
| Participant deferral / active EE | $6,777 | $3,425+97.9% | $3,382+100.3% | $3,046+122.4% |
| Admin fee / account holder | $28 | $91-69.3% | $5,275-99.5% | $91-69.1% |