See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 27 · EIN 26-4789150 | Advisory (Plan) | $37,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,119 |
DUFEK & COMPANY LLC5 years Filed as: DUFEK & CO. Service code 10 · EIN 27-1515696 | Accounting | $8,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,920 | $132,049+77.1% | $200,582+16.6% | $74,304+214.8% |
| Participation rate | 93.6% | 84.1%+9.6pp | 86.9%+6.7pp | 60.3%+33.3pp |
| Annual return | 19.94% | 22.22%-2.3pp | 42.33%-22.4pp | 29.43%-9.5pp |
| Employer contribution / active EE | $753 | $4,558-83.5% | $6,419-88.3% | $2,241-66.4% |
| Participant deferral / active EE | $18,497 | $7,213+156.5% | $9,331+98.2% | $3,767+391.0% |
| Admin fee / account holder | $298 | $2,405-87.6% | $16,305-98.2% | $2,969-90.0% |