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) | $24,930 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $14,336 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,607 | $42,353-27.7% | $79,550-61.5% | $64,808-52.8% |
| Participation rate | 82.7% | 64.8%+18.0pp | 69.5%+13.2pp | 71.5%+11.3pp |
| Annual return | -16.38% | -12.24%-4.1pp | 0.16%-16.5pp | 32.82%-49.2pp |
| Employer contribution / active EE | $580 | $1,181-50.9% | $2,413-76.0% | $2,506-76.9% |
| Participant deferral / active EE | $4,965 | $3,170+56.6% | $3,985+24.6% | $4,310+15.2% |
| Admin fee / account holder | $137 | $160-14.0% | $6,832-98.0% | $188-26.9% |