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 37 · EIN 04-2647786 | Loan Processing | $48,023 |
AMERICAN FUNDS1 year Filed as: HM CAPITAL MANAGEMENT LLC Service code 27 · EIN 20-3287389 | Advisory (Plan) | $26,329 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,600 | $93,131-10.2% | $106,548-21.5% | $86,799-3.7% |
| Participation rate | 84.1% | 81.4%+2.6pp | 76.1%+7.9pp | 72.3%+11.8pp |
| Annual return | 14.28% | 19.45%-5.2pp | 26.80%-12.5pp | 97.91%-83.6pp |
| Employer contribution / active EE | $1,468 | $2,895-49.3% | $2,819-47.9% | $2,405-39.0% |
| Participant deferral / active EE | $3,707 | $4,708-21.3% | $4,398-15.7% | $4,131-10.3% |
| Admin fee / account holder | $289 | $145+99.4% | $7,407-96.1% | $170+70.6% |