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 |
|---|---|---|
REDWOOD PENSIONS, LLC1 year Filed as: REDWOOD PRIVATE WEALTH LLC Service code 99 3930 E RAY RD STE 155 · PHOENIX, AZ 85044 | Other Fees | $16,509 |
THE RETIREMENT ADVANTAGE INC3 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $13,537 |
Filed as: BROOKWOOD INVESTMENT GROUP LLC Service code 27 3930 E RAY RD STE 155 · PHOENIX, AZ 85044 | Advisory (Plan) | $7,357 |
DUNLAP & ASSOCIATES PC3 years Service code 10 1300 HORIZON DR STE 106 · CHALFONT, PA 18914 | Accounting | $7,100 |
JANNEY MONTGOMERY SCOTT LLC3 years Service code 99 1717 ARCH ST · PHILADELPHIA, PA 19103 | Other Fees | $6,017 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $600 |
ASSOCIATED AGENCIES7 years Filed as: THE ASSOCIATED AGENCIES INC Service code 99 PO BOX 879 · MORRISVILLE, PA 19067 | Other Fees | $308 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,868 | $87,870-43.2% | $113,168-55.9% | $74,304-32.9% |
| Participation rate | 88.6% | 70.7%+17.8pp | 76.6%+12.0pp | 60.3%+28.2pp |
| Annual return | 13.79% | 26.44%-12.7pp | 24.27%-10.5pp | 29.43%-15.6pp |
| Employer contribution / active EE | $993 | $2,277-56.4% | $2,975-66.6% | $2,241-55.7% |
| Participant deferral / active EE | $2,162 | $4,241-49.0% | $5,107-57.7% | $3,767-42.6% |
| Admin fee / account holder | $290 | $3,368-91.4% | $12,068-97.6% | $2,969-90.2% |