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 |
|---|---|---|
SAFE ASSOCIATES, INC.4+ years Service code 13 · EIN 36-4214541 728 W. JACKSON BLVD., STE 1212 · CHICAGO, IL 60661 | Contract Administrator | $3,100 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MGMT CO., INC. Service code 64 333 SOUTH HOPE ST. · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,335 |
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 | $26,629 | $48,576-45.2% | $169,463-84.3% | $56,287-52.7% |
| Participation rate | 90.6% | 65.8%+24.8pp | 77.8%+12.8pp | 69.9%+20.7pp |
| Annual return | -5.41% | -2.51%-2.9pp | 1.83%-7.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,809 | $1,559+16.0% | $4,159-56.5% | $2,111-14.3% |
| Participant deferral / active EE | $2,909 | $3,275-11.2% | $5,277-44.9% | $3,350-13.1% |
| Admin fee / account holder | $18 | $435-95.9% | $9,109-99.8% | $521-96.5% |