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 |
|---|---|---|
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $41,005 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $20,746 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,902 | $101,317+28.2% | $146,958-11.6% | $74,495+74.4% |
| Participation rate | 87.2% | 75.5%+11.6pp | 82.2%+5.0pp | 67.2%+20.0pp |
| Annual return | 16.44% | 8730.91%-8714.5pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $3,368 | $3,810-11.6% | $4,933-31.7% | $2,623+28.4% |
| Participant deferral / active EE | $9,320 | $7,303+27.6% | $8,070+15.5% | $4,346+114.5% |
| Admin fee / account holder | $258 | $1,739-85.1% | $12,998-98.0% | $1,942-86.7% |