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) | $94,999 |
Service code 13 2 N. RIVERSIDE PLAZA STE. 1230 · CHICAGO, IL 60606 | Contract Administrator | $40,425 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV. Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $34,336 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,692 | $46,292+407.0% | $143,757+63.3% | $64,808+262.1% |
| Participation rate | 83.1% | 64.2%+18.9pp | 80.3%+2.8pp | 71.5%+11.6pp |
| Annual return | -10.09% | -10.05%0pp | -0.04%-10.0pp | 32.82%-42.9pp |
| Employer contribution / active EE | $11,671 | $1,910+511.2% | $4,951+135.7% | $2,506+365.8% |
| Participant deferral / active EE | $7,492 | $2,646+183.2% | $5,637+32.9% | $4,310+73.8% |
| Admin fee / account holder | $281 | $154+82.7% | $14,673-98.1% | $188+49.6% |