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 RESEARCH & CONSULTING LLC Service code 27 · EIN 95-4660745 | Advisory (Plan) | $161,767 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $147,818 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$86,081 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,731 | $81,357+125.8% | $75,972+141.8% | $199,593-7.9% |
| Participation rate | 96.8% | 69.9%+26.9pp | 69.1%+27.7pp | 72.0%+24.8pp |
| Annual return | 17.83% | 16.32%+1.5pp | 359.55%-341.7pp | 34.25%-16.4pp |
| Employer contribution / active EE | $7,375 | $3,341+120.8% | $2,685+174.7% | $3,034+143.1% |
| Participant deferral / active EE | $11,881 | $4,710+152.2% | $4,255+179.2% | $5,087+133.6% |
| Admin fee / account holder | $101 | $144-30.3% | $6,467-98.4% | $269-62.5% |