See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 56-2263714 | Contract Administrator | $45,163 |
AMERICAN FUNDS10+ years Filed as: ADVANCED CAPITAL GROUP Service code 26 · EIN 41-0192196 | Advisory (Participants) | $42,000 |
MATRIX TRUST COMPANY10+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $4,403 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,304 | $163,264+22.7% | $155,509+28.8% | - |
| Participation rate | 96.0% | 62.7%+33.3pp | 78.2%+17.8pp | - |
| Annual return | 11.46% | 19.38%-7.9pp | 64.67%-53.2pp | - |
| Employer contribution / active EE | $12,471 | $2,490+400.9% | $4,672+166.9% | - |
| Participant deferral / active EE | $7,965 | $2,914+173.3% | $5,626+41.6% | - |
| Admin fee / account holder | $212 | $96,217-99.8% | $15,912-98.7% | - |