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 |
|---|---|---|
BDO USA, LLP3 years Filed as: BDO USA LLP Service code 99 · EIN 13-5381590 770 KENMOOR SE STE 300 · GRAND RAPIDS, MI 49546 | Other Fees | $14,278 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 · EIN 20-3691658 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $1,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,467 | $78,275+39.8% | $109,143+0.3% | $86,799+26.1% |
| Participation rate | 79.1% | 73.8%+5.3pp | 75.9%+3.2pp | 72.3%+6.8pp |
| Annual return | 14.39% | 19.14%-4.8pp | 25.75%-11.4pp | 97.91%-83.5pp |
| Employer contribution / active EE | $1,481 | $3,105-52.3% | $3,722-60.2% | $2,405-38.4% |
| Participant deferral / active EE | $6,018 | $3,641+65.3% | $4,653+29.3% | $4,131+45.7% |
| Admin fee / account holder | $39 | $198-80.3% | $6,752-99.4% | $170-76.9% |