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 |
|---|---|---|
DEFINITI LLC4 years Service code 13 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Contract Administrator | $1,125 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $350 |
BSP CONSULTING1 year Filed as: BSP RETIREMENT SERVICES Service code 13 3937 TAMPA RD STE 4 · OLDSMAR, FL 34677 | Contract Administrator | $250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,626 | $65,246-11.7% | $98,716-41.6% | $67,986-15.2% |
| Participation rate | 87.4% | 51.4%+35.9pp | 69.3%+18.1pp | 57.2%+30.2pp |
| Annual return | 23.03% | 20.58%+2.5pp | 31.81%-8.8pp | 31.67%-8.6pp |
| Employer contribution / active EE | $1,869 | $1,042+79.4% | $2,279-18.0% | $2,019-7.4% |
| Participant deferral / active EE | $2,996 | $2,594+15.5% | $4,048-26.0% | $3,358-10.8% |
| Admin fee / account holder | -$21 | $4,561-100.5% | $8,703-100.2% | $3,203-100.6% |