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 FUNDS1 year Filed as: CAPITAL GROUP Service code 13 · EIN 82-4555287 | Contract Administrator | $1,650 |
Service code 49 · EIN 38-2658667 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,147 | $24,733+806.3% | $69,647+221.8% | $74,495+200.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 66.5%+33.5pp | 67.2%+32.8pp |
| Annual return | 14.87% | 18.55%-3.7pp | 100.48%-85.6pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $12,090 | $1,001+1108.3% | $1,712+606.0% | $2,623+360.9% |
| Participant deferral / active EE | $4,055 | $1,901+113.3% | $2,886+40.5% | $4,346-6.7% |
| Admin fee / account holder | $12 | $1,892-99.4% | $4,713-99.7% | $1,942-99.4% |