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 FUNDS9+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $89,279 |
MILLIMAN, INC.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $58,913 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $16,577 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,732 | $92,971+5.1% | $96,683+1.1% | $74,419+31.3% |
| Participation rate | 71.9% | 71.5%+0.4pp | 74.3%-2.4pp | 70.7%+1.2pp |
| Annual return | 16.79% | 37.49%-20.7pp | 35.69%-18.9pp | 34.38%-17.6pp |
| Employer contribution / active EE | $2,352 | $3,426-31.3% | $3,737-37.1% | $2,637-10.8% |
| Participant deferral / active EE | $2,633 | $3,970-33.7% | $4,878-46.0% | $4,528-41.8% |
| Admin fee / account holder | $239 | $633-62.2% | $6,730-96.4% | $348-31.3% |