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 FUNDS8+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $134,970 |
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $59,811 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $17,813 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,571 | $106,236-11.0% | $112,228-15.7% | $64,808+45.9% |
| Participation rate | 75.3% | 71.7%+3.7pp | 75.1%+0.3pp | 71.5%+3.9pp |
| Annual return | -17.51% | -6.02%-11.5pp | 27.45%-45.0pp | 32.82%-50.3pp |
| Employer contribution / active EE | $2,683 | $3,166-15.2% | $3,635-26.2% | $2,506+7.1% |
| Participant deferral / active EE | $3,105 | $3,785-18.0% | $4,728-34.3% | $4,310-28.0% |
| Admin fee / account holder | $333 | $452-26.3% | $6,410-94.8% | $188+77.2% |