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 |
|---|---|---|
FREESTATE ADVISORS LLC9 years Service code 27 · EIN 39-1099262 | Advisory (Plan) | $39,294 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 96-6817943 | Recordkeeping Fees | $2,256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,768 | $56,317+123.3% | $71,209+76.6% | $74,304+69.3% |
| Participation rate | 97.5% | 55.1%+42.3pp | 73.8%+23.7pp | 60.3%+37.1pp |
| Annual return | 17.93% | 42.83%-24.9pp | 282.51%-264.6pp | 29.43%-11.5pp |
| Employer contribution / active EE | $4,784 | $2,160+121.5% | $2,721+75.8% | $2,241+113.4% |
| Participant deferral / active EE | $5,700 | $2,788+104.5% | $4,175+36.5% | $3,767+51.3% |
| Admin fee / account holder | $238 | $2,290-89.6% | $5,349-95.6% | $2,969-92.0% |