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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $67,639 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $58,841 |
W.B. KANIA & ASSOCIATES3+ years Filed as: W.B. KANIA & ASSOCIATES, LLC Service code 10 · EIN 25-1646816 | Accounting | $9,437 |
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 | $93,386 | $46,966+98.8% | $185,117-49.6% | $69,631+34.1% |
| Participation rate | 86.4% | 65.3%+21.1pp | 77.3%+9.1pp | 70.7%+15.7pp |
| Annual return | 28.69% | 22.36%+6.3pp | 40.50%-11.8pp | 27571.02%-27542.3pp |
| Employer contribution / active EE | $2,032 | $1,360+49.4% | $4,182-51.4% | $2,0320% |
| Participant deferral / active EE | $4,519 | $3,017+49.8% | $5,045-10.4% | $3,224+40.2% |
| Admin fee / account holder | $170 | $94+81.1% | $8,159-97.9% | $110+53.8% |