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 |
|---|---|---|
HIGHPOINT ADVISOR GROUP LLC5 years Service code 27 2001 BUTTERFIELD RD STE 1000 · DOWNERS GROVE, IL 60515 | Advisory (Plan) | $30,485 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $8,020 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,468 | $79,171+18.1% | $102,423-8.7% | $74,495+25.5% |
| Participation rate | 96.2% | 74.8%+21.4pp | 76.5%+19.7pp | 67.2%+29.0pp |
| Annual return | 12.60% | 54.93%-42.3pp | 29.32%-16.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,628 | $2,362+11.3% | $3,023-13.1% | $2,623+0.2% |
| Participant deferral / active EE | $6,832 | $4,415+54.7% | $5,053+35.2% | $4,346+57.2% |
| Admin fee / account holder | $128 | $2,001-93.6% | $9,451-98.6% | $1,942-93.4% |