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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $18,431 |
AMERICAN FUNDS5 years Filed as: PRIVATE CAPITAL GROUP LLC Service code 27 29 S MAIN ST · WEST HARTFORD, CT 06107 | Advisory (Plan) | $7,517 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY · AUSTIN, TX 78735 | Advisory (Plan) | $6,613 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,243 | $86,655-55.9% | $119,609-68.0% | $66,914-42.8% |
| Participation rate | 77.9% | 75.6%+2.3pp | 79.3%-1.4pp | 69.8%+8.0pp |
| Annual return | -17.08% | -8.00%-9.1pp | -14.97%-2.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $64 | $2,536-97.5% | $4,232-98.5% | $2,544-97.5% |
| Participant deferral / active EE | $5,341 | $4,358+22.6% | $5,602-4.7% | $4,237+26.1% |
| Admin fee / account holder | $183 | $755-75.8% | $10,323-98.2% | $593-69.2% |