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 |
|---|---|---|
CEROS FINANCIAL SERVICES, INC.2+ years Filed as: CEROS FINANCIAL SERVICES Service code 27 1445 RESEARCH BLVD. · ROCKVILLE, MD 20850 | Advisory (Plan) | $23,335 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 | Recordkeeping | $2,563 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 · EIN 95-1411037 | Recordkeeping | $715 |
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 | $81,108 | $63,346+28.0% | $92,233-12.1% | $70,131+15.7% |
| Participation rate | 71.7% | 68.7%+3.0pp | 76.5%-4.8pp | 69.5%+2.1pp |
| Annual return | 18.06% | 530.12%-512.1pp | 176.28%-158.2pp | 73.14%-55.1pp |
| Employer contribution / active EE | $2,029 | $2,471-17.9% | $3,679-44.9% | $2,342-13.4% |
| Participant deferral / active EE | $5,663 | $2,854+98.5% | $3,897+45.3% | $3,332+70.0% |
| Admin fee / account holder | $29 | $3,840-99.3% | $5,194-99.5% | $4,645-99.4% |