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 |
|---|---|---|
Filed as: KESTRA FINANCIAL INC Service code 27 6500 R0CK SPRING DR STE 410 · BETHESDA, MD 20817 | Advisory (Plan) | $48,916 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,450 |
THE RETIREMENT ADVANTAGE INC4 years Service code 13 600 S NICOLET RD · APPLETON, WI 54914 | Contract Administrator | $4,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,969 | $100,923+51.6% | $150,045+1.9% | $74,304+105.9% |
| Participation rate | 93.3% | 70.1%+23.3pp | 82.3%+11.0pp | 60.3%+33.0pp |
| Annual return | 18.34% | 51.77%-33.4pp | 62.55%-44.2pp | 29.43%-11.1pp |
| Employer contribution / active EE | $8,117 | $3,463+134.4% | $4,693+72.9% | $2,241+262.2% |
| Participant deferral / active EE | $6,182 | $6,709-7.9% | $7,997-22.7% | $3,767+64.1% |
| Admin fee / account holder | $365 | $2,767-86.8% | $13,435-97.3% | $2,969-87.7% |