Filed May 24, 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 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $725,452 |
AMERICAN FUNDS11+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $59,886 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,629 | $117,739-25.6% | $116,228-24.6% | $117,739-25.6% |
| Participation rate | 90.8% | 76.6%+14.2pp | 74.6%+16.2pp | 76.6%+14.2pp |
| Annual return | 17.28% | 17.29%0pp | 90.06%-72.8pp | 17.29%0pp |
| Employer contribution / active EE | $3,295 | $3,746-12.0% | $2,994+10.0% | $3,746-12.0% |
| Participant deferral / active EE | $5,872 | $6,128-4.2% | $4,953+18.6% | $6,128-4.2% |
| Admin fee / account holder | $85 | $112-23.8% | $11,989-99.3% | $112-23.8% |