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 | $23,654 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 PO BOX 9500 · SPRINFIELD, MA 011029500 | Advisory (Plan) | $12,913 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $3,822 |
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 | $44,319 | $89,436-50.4% | $164,813-73.1% | $77,643-42.9% |
| Participation rate | 76.1% | 78.6%-2.5pp | 78.6%-2.5pp | 70.6%+5.5pp |
| Annual return | 56.15% | 28.83%+27.3pp | 69.93%-13.8pp | 31.24%+24.9pp |
| Employer contribution / active EE | $0 | $2,569-100.0% | $4,341-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,779 | $4,897-22.8% | $6,031-37.3% | $4,647-18.7% |
| Admin fee / account holder | $144 | $339-57.7% | $12,690-98.9% | $430-66.6% |