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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $90,106 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $82,009 |
Filed as: VONLEHMAN & ASSOCIATES Service code 10 · EIN 31-0905417 | Accounting | $16,678 |
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 | $90,215 | $56,152+60.7% | $185,823-51.5% | $73,409+22.9% |
| Participation rate | 92.8% | 67.6%+25.3pp | 78.0%+14.8pp | 72.2%+20.6pp |
| Annual return | 17.34% | 17.59%-0.2pp | 35.95%-18.6pp | 59.29%-42.0pp |
| Employer contribution / active EE | $1,315 | $1,532-14.2% | $4,087-67.8% | $2,234-41.1% |
| Participant deferral / active EE | $6,122 | $3,659+67.3% | $5,632+8.7% | $3,805+60.9% |
| Admin fee / account holder | $176 | $132+33.4% | $9,500-98.1% | $158+11.5% |