Filed September 11, 2024
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 8-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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $64,895 |
AMERICAN FUNDS1 year Filed as: ADVANCE CAPITAL GROUP Service code 16 50 S. SIXTH STREET · MINNEAPOLIS, MN 55402 | Consulting | $19,360 |
Service code 99 · EIN 39-1039417 | Other Fees | $12,167 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $10,737 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $250 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,273 | $204,517-53.4% | $69,455+37.2% | $77,787+22.5% |
| Participation rate | 91.1% | 74.6%+16.5pp | 74.6%+16.5pp | 73.2%+17.9pp |
| Annual return | 32.95% | 22.10%+10.9pp | 28.97%+4.0pp | 32.57%+0.4pp |
| Employer contribution / active EE | $2,650 | $3,548-25.3% | $2,779-4.7% | $2,504+5.8% |
| Participant deferral / active EE | $4,059 | $3,478+16.7% | $3,535+14.8% | $3,967+2.3% |
| Admin fee / account holder | $45 | $101-54.8% | $3,839-98.8% | $100-54.6% |