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 FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $46,367 |
OSAIC WEALTH INC2 years Filed as: OSAIC FA INC Service code 27 1300 S CLINTON ST 1H-50 · FORT WAYNE, IN 46802 | Advisory (Plan) | $28,750 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $27,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,439 | $56,767+48.7% | $101,794-17.0% | $85,563-1.3% |
| Participation rate | 84.7% | 57.6%+27.1pp | 69.2%+15.5pp | 66.0%+18.7pp |
| Annual return | 16.43% | 17.76%-1.3pp | 30.53%-14.1pp | 31.51%-15.1pp |
| Employer contribution / active EE | $310 | $1,112-72.2% | $2,289-86.5% | $2,654-88.3% |
| Participant deferral / active EE | $5,499 | $2,720+102.2% | $4,084+34.6% | $4,375+25.7% |
| Admin fee / account holder | $107 | $1,098-90.2% | $8,777-98.8% | $834-87.1% |