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) | $97,339 |
Service code 13 2 N. RIVERSIDE PLAZA STE. 1230 · CHICAGO, IL 60606 | Contract Administrator | $37,209 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV. Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $33,631 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,865 | $47,126+398.4% | $149,673+56.9% | $74,419+215.6% |
| Participation rate | 91.0% | 63.4%+27.6pp | 78.8%+12.3pp | 70.7%+20.3pp |
| Annual return | 16.02% | 22.75%-6.7pp | 134.42%-118.4pp | 34.38%-18.4pp |
| Employer contribution / active EE | $10,895 | $1,905+471.8% | $4,818+126.2% | $2,637+313.1% |
| Participant deferral / active EE | $7,467 | $2,728+173.7% | $5,680+31.5% | $4,528+64.9% |
| Admin fee / account holder | $234 | $343-31.8% | $13,210-98.2% | $348-32.8% |