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 9-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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $65,921 |
AMERICAN FUNDS8+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 28 · EIN 26-4789150 | Investment Management | $7,047 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,775 | $84,784+3.5% | $98,439-10.8% | $74,419+17.9% |
| Participation rate | 91.7% | 81.5%+10.2pp | 75.2%+16.5pp | 70.7%+21.0pp |
| Annual return | 12.90% | 20.59%-7.7pp | 21.16%-8.3pp | 34.38%-21.5pp |
| Employer contribution / active EE | $3,369 | $3,364+0.1% | $3,048+10.5% | $2,637+27.7% |
| Participant deferral / active EE | $3,403 | $5,218-34.8% | $4,738-28.2% | $4,528-24.8% |
| Admin fee / account holder | $146 | $204-28.7% | $8,948-98.4% | $348-58.1% |