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 FUNDS5 years Filed as: AMERICAN FUNDS/CAPITAL BANK AND TRU Service code 19 · EIN 06-0566090 | Securities Custodian | $8,467 |
Employer contribution per participant 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 | $51,256 | $107,218-52.2% | $115,768-55.7% | $79,634-35.6% |
| Participation rate | 99.7% | 76.8%+22.9pp | 74.4%+25.3pp | 62.5%+37.2pp |
| Annual return | 18.08% | 15.41%+2.7pp | 100.46%-82.4pp | 36.46%-18.4pp |
| Employer contribution / active EE | $568 | $3,627-84.3% | $2,940-80.7% | $2,529-77.5% |
| Participant deferral / active EE | $2,655 | $5,091-47.9% | $4,917-46.0% | $3,835-30.8% |
| Admin fee / account holder | $24 | $576-95.8% | $12,439-99.8% | $1,002-97.6% |