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 |
|---|---|---|
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $10,000 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,255 |
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 | $66,385 | $51,620+28.6% | $90,281-26.5% | $65,185+1.8% |
| Participation rate | 82.2% | 68.6%+13.6pp | 73.3%+8.9pp | 70.2%+12.0pp |
| Annual return | 20.58% | 24.94%-4.4pp | 78.10%-57.5pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,467 | $2,235-34.3% | $2,854-48.6% | $2,177-32.6% |
| Participant deferral / active EE | $1,871 | $2,871-34.8% | $3,885-51.8% | $3,514-46.7% |
| Admin fee / account holder | $43 | $384-88.7% | $5,351-99.2% | $847-94.9% |