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 |
|---|---|---|
Filed as: FINANCIAL SOLUTIONS LLC Service code 27 1900 AIRPORT RD. STE A · WAUKESHA, WI 53188 | Advisory (Plan) | $94,997 |
Service code 13 2 N. RIVERSIDE PLAZA STE. 1230 · CHICAGO, IL 60606 | Contract Administrator | $21,867 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV. Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $18,391 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,516 | $56,485+295.7% | $185,823+20.3% | $86,799+157.5% |
| Participation rate | 80.5% | 65.5%+15.0pp | 81.7%-1.2pp | 72.3%+8.2pp |
| Annual return | 14.86% | 118.04%-103.2pp | 122.05%-107.2pp | 97.91%-83.0pp |
| Employer contribution / active EE | $11,053 | $1,843+499.8% | $5,167+113.9% | $2,405+359.5% |
| Participant deferral / active EE | $6,769 | $2,553+165.1% | $5,568+21.6% | $4,131+63.9% |
| Admin fee / account holder | $203 | $150+35.4% | $16,237-98.8% | $170+19.5% |