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 7-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: THE RETIREMENT ADVANTAGE, INC Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $1,375 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $338 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,377 | $80,724+9.5% | $103,333-14.5% | $74,495+18.6% |
| Participation rate | 91.5% | 65.7%+25.8pp | 74.5%+17.0pp | 67.2%+24.3pp |
| Annual return | 16.44% | 27.56%-11.1pp | 24.88%-8.4pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $4,211 | $3,157+33.4% | $3,868+8.9% | $2,623+60.5% |
| Participant deferral / active EE | $8,840 | $3,860+129.0% | $5,057+74.8% | $4,346+103.4% |
| Admin fee / account holder | $11 | $2,368-99.5% | $8,355-99.9% | $1,942-99.4% |