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 FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGLES, CA 90071 | Recordkeeping Fees | $1,038 |
Filed as: KDP RETIREMENT PLAN SERVICES INC Service code 13 3060 LAKE EASTBROOK ROAD · GRAND RAPIDS, MI 49512 | Contract Administrator | $700 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,310 | $55,453-27.3% | $170,442-76.3% | $62,292-35.3% |
| Participation rate | 85.2% | 66.4%+18.8pp | 83.6%+1.6pp | 69.5%+15.7pp |
| Annual return | 14.31% | 21.38%-7.1pp | 205.93%-191.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,781 | $2,164-17.7% | $5,433-67.2% | $2,042-12.8% |
| Participant deferral / active EE | $2,900 | $2,303+25.9% | $4,939-41.3% | $3,169-8.5% |
| Admin fee / account holder | $136 | $455-70.1% | $13,880-99.0% | $479-71.6% |