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: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAN RD · FAIRFIELD, VA 52556 | Advisory (Plan) | $21,952 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $13,104 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,473 | $50,956-32.3% | $96,562-64.3% | $86,799-60.3% |
| Participation rate | 84.4% | 65.2%+19.1pp | 69.8%+14.5pp | 72.3%+12.1pp |
| Annual return | 16.43% | 21.27%-4.8pp | 37.78%-21.4pp | 97.91%-81.5pp |
| Employer contribution / active EE | $561 | $1,111-49.5% | $2,356-76.2% | $2,405-76.7% |
| Participant deferral / active EE | $4,838 | $2,954+63.8% | $3,849+25.7% | $4,131+17.1% |
| Admin fee / account holder | $134 | $166-19.4% | $6,181-97.8% | $170-21.1% |