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 FUNDS10+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $106,415 |
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $56,492 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $17,974 |
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 | $119,340 | $82,917+43.9% | $103,333+15.5% | $77,643+53.7% |
| Participation rate | 60.1% | 71.6%-11.5pp | 74.5%-14.4pp | 70.6%-10.5pp |
| Annual return | 14.00% | 19.13%-5.1pp | 24.88%-10.9pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,350 | $3,552-33.8% | $3,868-39.2% | $2,726-13.8% |
| Participant deferral / active EE | $2,512 | $4,108-38.8% | $5,057-50.3% | $4,647-45.9% |
| Admin fee / account holder | $284 | $638-55.6% | $8,355-96.6% | $430-34.1% |