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, PLLC5 years Filed as: PLANTE & MORAN PLLC Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $12,250 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,783 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,950 | $52,208+18.7% | $86,612-28.5% | $74,419-16.8% |
| Participation rate | 73.2% | 66.3%+6.9pp | 71.7%+1.5pp | 70.7%+2.5pp |
| Annual return | 19.21% | 44.46%-25.3pp | 591.07%-571.9pp | 34.38%-15.2pp |
| Employer contribution / active EE | $1,190 | $2,282-47.8% | $3,022-60.6% | $2,637-54.9% |
| Participant deferral / active EE | $1,891 | $3,383-44.1% | $4,438-57.4% | $4,528-58.2% |
| Admin fee / account holder | $64 | $319-79.8% | $5,614-98.9% | $348-81.5% |