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 FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 54 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Sales Loads | $37,865 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMNT Service code 27 353 N. CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $17,893 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,066 | $23,385-48.4% | $69,182-82.6% | $57,658-79.1% |
| Participation rate | 85.4% | 37.9%+47.5pp | 55.1%+30.3pp | 70.2%+15.2pp |
| Annual return | 7.21% | -659.34%+666.6pp | -21.93%+29.1pp | 5.13%+2.1pp |
| Employer contribution / active EE | $747 | $422+76.8% | $1,206-38.1% | $1,974-62.2% |
| Participant deferral / active EE | $405 | $843-51.9% | $1,897-78.6% | $3,061-86.8% |
| Admin fee / account holder | $119 | $82+45.1% | $2,697-95.6% | $95+26.1% |