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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SRVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $37,510 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMNT Service code 27 353 N. CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $27,798 |
Service code 99 530 N. KINZIE · BRADLEY, IL 60915 | Other Fees | $5,195 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,232 | $29,546+9.1% | $56,441-42.9% | $77,671-58.5% |
| Participation rate | 84.5% | 32.7%+51.8pp | 52.5%+32.0pp | 70.6%+13.9pp |
| Annual return | 14.04% | 19.01%-5.0pp | 1704.21%-1690.2pp | 31.21%-17.2pp |
| Employer contribution / active EE | $508 | $568-10.7% | $1,039-51.2% | $2,726-81.4% |
| Participant deferral / active EE | $627 | $1,061-40.9% | $1,953-67.9% | $4,648-86.5% |
| Admin fee / account holder | $209 | $1,046-80.0% | $2,829-92.6% | $430-51.5% |