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 FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $1,285 |
VSR FINANCIAL SERVICES INC1+ years Filed as: VSR FIN SVCS C/O JOHN TRUCKENBROD Service code 63 · EIN 43-1302302 | 12b-1 Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $264,360 | $56,629+366.8% | $77,999+238.9% | $55,167+379.2% |
| Participation rate | 82.4% | 73.3%+9.1pp | 75.5%+6.9pp | 69.0%+13.4pp |
| Annual return | -0.32% | 2866.98%-2867.3pp | 425.96%-426.3pp | 169.23%-169.5pp |
| Employer contribution / active EE | $4,445 | $1,723+158.0% | $2,470+79.9% | $1,963+126.5% |
| Participant deferral / active EE | $6,200 | $2,777+123.2% | $3,497+77.3% | $3,054+103.0% |
| Admin fee / account holder | $39 | $467-91.6% | $5,480-99.3% | $504-92.2% |