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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,170 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 13 | Contract Administrator | $1,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,461 | $80,753-40.0% | $136,294-64.4% | $62,292-22.2% |
| Participation rate | 96.4% | 73.5%+22.8pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 21.76% | 35.83%-14.1pp | 5155.94%-5134.2pp | 28.90%-7.1pp |
| Employer contribution / active EE | $1,383 | $2,884-52.0% | $4,695-70.5% | $2,042-32.3% |
| Participant deferral / active EE | $3,745 | $5,164-27.5% | $6,247-40.1% | $3,169+18.2% |
| Admin fee / account holder | $74 | $525-85.8% | $9,243-99.2% | $479-84.5% |