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 FUNDS4 years Filed as: ADVANCE CAPITAL MANAGEMENT INC Service code 27 ONE TOWNE SQUARE STE 444 · SOUTHFIELD, MI 48076 | Advisory (Plan) | $25,000 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $16,492 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,644 | $132,049-20.8% | $200,582-47.8% | $74,304+40.8% |
| Participation rate | 93.8% | 84.1%+9.8pp | 86.9%+7.0pp | 60.3%+33.5pp |
| Annual return | 19.82% | 22.22%-2.4pp | 42.33%-22.5pp | 29.43%-9.6pp |
| Employer contribution / active EE | $1,947 | $4,558-57.3% | $6,419-69.7% | $2,241-13.1% |
| Participant deferral / active EE | $5,304 | $7,213-26.5% | $9,331-43.2% | $3,767+40.8% |
| Admin fee / account holder | $269 | $2,405-88.8% | $16,305-98.3% | $2,969-90.9% |