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, PLLC4 years Filed as: PLANTE & MORAN PLLC Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $11,750 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,448 | $47,722+12.0% | $82,719-35.4% | $64,808-17.5% |
| Participation rate | 76.3% | 67.6%+8.6pp | 72.6%+3.7pp | 71.5%+4.8pp |
| Annual return | -17.48% | -13.05%-4.4pp | 701.18%-718.7pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,120 | $2,179-48.6% | $3,009-62.8% | $2,506-55.3% |
| Participant deferral / active EE | $1,624 | $3,329-51.2% | $4,395-63.0% | $4,310-62.3% |
| Admin fee / account holder | $52 | $143-63.7% | $5,329-99.0% | $188-72.4% |