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 4-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 |
|---|---|---|
Filed as: KESTRA FINANCIAL INC Service code 99 6500 R0CK SPRING DR STE 410 · BETHESDA, MD 20817 | Other Fees | $15,360 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,461 | $67,984-53.7% | $65,493-52.0% | $74,304-57.7% |
| Participation rate | 99.2% | 66.3%+32.9pp | 73.1%+26.1pp | 60.3%+38.9pp |
| Annual return | 16.57% | 19.87%-3.3pp | 982.45%-965.9pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,844 | $2,491+14.1% | $2,574+10.5% | $2,241+26.9% |
| Participant deferral / active EE | $3,228 | $3,346-3.5% | $3,961-18.5% | $3,767-14.3% |
| Admin fee / account holder | $101 | $1,373-92.7% | $5,028-98.0% | $2,969-96.6% |