Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $219,706 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 335 MADISON AVE · NEW YORK, NY 10017 | Advisory (Plan) | $26,000 |
GBQ PARTNERS10+ years Filed as: GBQ PARTNERS LLC Service code 10 230 WEST ST STE 700 · COLUMBUS, OH 43215 | Accounting | $19,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,716 | $110,282-23.2% | $102,438-17.3% | $199,768-57.6% |
| Participation rate | 95.0% | 86.3%+8.8pp | 76.5%+18.5pp | 72.0%+23.0pp |
| Annual return | 16.04% | 35.75%-19.7pp | 29.37%-13.3pp | 34.26%-18.2pp |
| Employer contribution / active EE | $2,953 | $3,603-18.1% | $3,024-2.3% | $3,037-2.8% |
| Participant deferral / active EE | $3,134 | $6,376-50.9% | $5,054-38.0% | $5,090-38.4% |
| Admin fee / account holder | $120 | $122-2.0% | $9,448-98.7% | $269-55.4% |