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 FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 13 · EIN 95-6817943 12711 N MERIDIAN STREET · CARMEL, IN 462066040 | Contract Administrator | $0 |
RBC WEALTH MANAGEMENT4 years Service code 27 60 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,845 | $72,277-11.7% | $101,248-36.9% | $79,858-20.1% |
| Participation rate | 43.5% | 68.5%-25.0pp | 75.8%-32.3pp | 69.6%-26.2pp |
| Annual return | 20.85% | 22.30%-1.4pp | 46.47%-25.6pp | 31.71%-10.9pp |
| Employer contribution / active EE | $1,489 | $2,692-44.7% | $3,660-59.3% | $2,471-39.7% |
| Participant deferral / active EE | $2,461 | $3,282-25.0% | $4,370-43.7% | $3,740-34.2% |
| Admin fee / account holder | $18 | $4,400-99.6% | $5,945-99.7% | $5,306-99.7% |