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 FUNDS5+ years Filed as: ADVANCED CAPITAL GROUP Service code 26 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $80,731 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE RPS INC Service code 15 100 E . PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,876 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,961 | $66,601+24.6% | $92,893-10.7% | $67,579+22.8% |
| Participation rate | 65.4% | 72.5%-7.1pp | 76.0%-10.6pp | 71.3%-5.9pp |
| Annual return | 20.93% | 92.58%-71.6pp | 109.41%-88.5pp | 378.56%-357.6pp |
| Employer contribution / active EE | $1,834 | $2,775-33.9% | $3,653-49.8% | $2,148-14.6% |
| Participant deferral / active EE | $1,992 | $3,157-36.9% | $4,236-53.0% | $3,539-43.7% |
| Admin fee / account holder | $113 | $199-43.0% | $5,794-98.0% | $142-20.4% |