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 FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $0 |
METRO BENEFITS, INC.5 years Filed as: METRO BENEFITS INC Service code 13 8150 PERRY HIGHWAY SUITE 311 · PITTSBURGH, PA 152375232 | Contract Administrator | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WARF 4TH FLOOR · BALTIMORE, MD 21231 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,817 | $82,978+22.7% | $129,995-21.7% | $71,457+42.5% |
| Participation rate | 97.0% | 74.1%+22.9pp | 78.5%+18.5pp | 67.9%+29.0pp |
| Annual return | 18.17% | 20.60%-2.4pp | -137.18%+155.4pp | 28.85%-10.7pp |
| Employer contribution / active EE | $4,366 | $2,622+66.5% | $4,320+1.1% | $2,588+68.7% |
| Participant deferral / active EE | $6,338 | $4,432+43.0% | $5,820+8.9% | $4,289+47.8% |
| Admin fee / account holder | -$49 | $1,729-102.9% | $10,614-100.5% | $1,587-103.1% |