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 FUNDS7 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $0 |
THE BENSMAN GROUP7 years Service code 26 2333 WAUKEGAN RD · BANNOCKBURN, IL 60015 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,573 | $44,960-67.6% | $84,966-82.8% | $74,495-80.4% |
| Participation rate | 72.4% | 49.4%+23.0pp | 67.5%+4.9pp | 67.2%+5.2pp |
| Annual return | 19.66% | 26.24%-6.6pp | 66.38%-46.7pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $604 | $1,457-58.6% | $2,727-77.9% | $2,623-77.0% |
| Participant deferral / active EE | $2,934 | $2,731+7.4% | $4,519-35.1% | $4,346-32.5% |
| Admin fee / account holder | $83 | $2,209-96.2% | $6,149-98.6% | $1,942-95.7% |