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: THE CAPITAL GROUP INV ADVISORY Service code 27 · EIN 46-4255096 | Advisory (Plan) | $30,664 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,114 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,607 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,328 | $58,926+36.3% | $97,226-17.4% | $74,495+7.8% |
| Participation rate | 97.1% | 63.5%+33.6pp | 72.7%+24.4pp | 67.2%+29.9pp |
| Annual return | 16.98% | 16.04%+0.9pp | 75.13%-58.2pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,836 | $1,894-3.1% | $2,729-32.7% | $2,623-30.0% |
| Participant deferral / active EE | $12,822 | $3,664+249.9% | $4,264+200.7% | $4,346+195.0% |
| Admin fee / account holder | $248 | $1,974-87.4% | $5,654-95.6% | $1,942-87.2% |