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 | Claims processing; Account maintenanc... | $132,848 |
AMERICAN FUNDS4 years Filed as: ADVANCE CAPITAL GROUP Service code 16 50 S. SIXTH STREET · MINNEAPOLIS, MN 55402 | Consulting | $39,712 |
Service code 99 · EIN 39-1039417 | Other Fees | $26,904 |
EFFICIENT ADVISORS1 year Filed as: EFFICIENT MKT ADVISORS Service code 33 · EIN 13-3680189 | Securities brokerage commissions and ... | $18,948 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,497 |
NATIONAL FINANCIAL SERVICES4 years 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 | $94,658 | $98,780-4.2% | $60,874+55.5% | $77,904+21.5% |
| Participation rate | 72.1% | 76.7%-4.6pp | 73.1%-1.0pp | 73.7%-1.6pp |
| Annual return | -12.42% | -11.56%-0.9pp | 16.90%-29.3pp | 12.21%-24.6pp |
| Employer contribution / active EE | $2,316 | $3,605-35.7% | $2,701-14.3% | $2,848-18.7% |
| Participant deferral / active EE | $3,564 | $4,200-15.1% | $3,817-6.6% | $4,806-25.8% |
| Admin fee / account holder | $62 | $89-30.3% | $3,224-98.1% | $133-53.4% |