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: SIGNATOR INVESTORS INC Service code 27 · EIN 04-2442399 | Advisory (Plan) | $20,814 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $774 |
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 | $48,632 | $56,629-14.1% | $77,999-37.7% | $55,167-11.8% |
| Participation rate | 86.5% | 73.3%+13.2pp | 75.5%+10.9pp | 69.0%+17.5pp |
| Annual return | 7.56% | 2866.98%-2859.4pp | 425.96%-418.4pp | 169.23%-161.7pp |
| Employer contribution / active EE | $944 | $1,723-45.2% | $2,470-61.8% | $1,963-51.9% |
| Participant deferral / active EE | $2,513 | $2,777-9.5% | $3,497-28.1% | $3,054-17.7% |
| Admin fee / account holder | $147 | $467-68.5% | $5,480-97.3% | $504-70.9% |