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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $46,912 |
KEH SHIOU LEU2 years Filed as: KEH SHIOU LEU DBA INSIDEOUT WEALTH Service code 27 22635 SALEM AVE · CUPERTINO, CA 95014 | Advisory (Plan) | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,595 | $106,028+5.3% | $146,958-24.1% | $77,643+43.7% |
| Participation rate | 96.7% | 78.4%+18.3pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 16.55% | 56.73%-40.2pp | 418.34%-401.8pp | 31.24%-14.7pp |
| Employer contribution / active EE | $2,138 | $4,063-47.4% | $4,933-56.7% | $2,726-21.6% |
| Participant deferral / active EE | $7,490 | $7,990-6.3% | $8,070-7.2% | $4,647+61.2% |
| Admin fee / account holder | $153 | $337-54.6% | $12,998-98.8% | $430-64.4% |