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 |
|---|---|---|
ABACUS BENEFIT CONSULTANTS INC5+ years Filed as: ABACUS BENEFIT CONSULTANTS Service code 13 · EIN 05-0460654 55 STAMP FARM ROAD · CRANSTON, RI 02921 | Contract Administrator | $0 |
ARONSON LLC2 years Filed as: ARONSON, LLC Service code 10 · EIN 37-1611326 805 KING FARM BLVD STE 300 · ROCKVILLE, MD 20850 | Accounting | $0 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MGMT CO, INC. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,021 | $51,620-43.8% | $90,281-67.9% | $65,185-55.5% |
| Participation rate | 98.2% | 68.6%+29.6pp | 73.3%+24.9pp | 70.2%+28.0pp |
| Annual return | 18.64% | 24.94%-6.3pp | 78.10%-59.5pp | 29.38%-10.7pp |
| Employer contribution / active EE | $2,507 | $2,235+12.2% | $2,854-12.2% | $2,177+15.2% |
| Participant deferral / active EE | $3,005 | $2,871+4.7% | $3,885-22.7% | $3,514-14.5% |
| Admin fee / account holder | $422 | $384+9.7% | $5,351-92.1% | $847-50.2% |