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 |
|---|---|---|
Filed as: AVANTAX INVESTMENT SERVICES INC Service code 27 | Advisory (Plan) | $18,153 |
Service code 13 | Contract Administrator | $1,850 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 | Recordkeeping Fees | $1,063 |
Annual investment return 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 | $66,884 | $81,248-17.7% | $155,509-57.0% | $80,856-17.3% |
| Participation rate | 97.5% | 66.2%+31.3pp | 78.2%+19.3pp | 67.6%+29.9pp |
| Annual return | 10.40% | 33.31%-22.9pp | 64.67%-54.3pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,251 | $3,100-27.4% | $4,672-51.8% | $2,755-18.3% |
| Participant deferral / active EE | $4,079 | $3,452+18.2% | $5,626-27.5% | $4,296-5.0% |
| Admin fee / account holder | $9 | $7,997-99.9% | $15,912-99.9% | $6,918-99.9% |