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 |
|---|---|---|
THE BENEFIT ADVANTAGE, INC.10+ years Filed as: THE BENEFIT ADVANTAGE INC Service code 13 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Contract Administrator | $2,510 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,313 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,238 | $44,984-55.0% | $85,009-76.2% | $74,546-72.9% |
| Participation rate | 81.4% | 49.4%+32.0pp | 67.5%+13.8pp | 67.2%+14.1pp |
| Annual return | 13.08% | 26.25%-13.2pp | 66.47%-53.4pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,728-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,782 | $2,733-34.8% | $4,522-60.6% | $4,347-59.0% |
| Admin fee / account holder | $19 | $2,208-99.2% | $6,153-99.7% | $1,944-99.0% |