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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $22,606 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $15,589 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,007 | $64,480-5.4% | $81,382-25.0% | $80,856-24.5% |
| Participation rate | 95.2% | 63.9%+31.3pp | 69.5%+25.7pp | 67.6%+27.5pp |
| Annual return | 14.07% | 16.34%-2.3pp | 24.73%-10.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,286 | $1,978+66.1% | $2,463+33.4% | $2,755+19.3% |
| Participant deferral / active EE | $6,010 | $3,094+94.3% | $3,883+54.8% | $4,296+39.9% |
| Admin fee / account holder | $292 | $5,671-94.9% | $5,768-94.9% | $6,918-95.8% |