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 FUNDS6+ years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 27 6720-B ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Advisory (Plan) | $28,210 |
Filed as: PROFESSIONAL CAPITAL SERVICES LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $23,909 |
SOURCE ONE2 years Service code 10 · EIN 38-2706146 6031 UNIVERSITY BLVD, SUITE 300 · ELLICOTT CITY, MD 21043 | Accounting | $13,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,442 | $99,957-82.6% | $149,696-88.3% | $73,488-76.3% |
| Participation rate | 78.7% | 75.7%+3.0pp | 82.5%-3.8pp | 70.7%+8.0pp |
| Annual return | 8.83% | 53.87%-45.0pp | 276.60%-267.8pp | 28.51%-19.7pp |
| Employer contribution / active EE | $4,751 | $3,191+48.9% | $4,644+2.3% | $2,270+109.3% |
| Participant deferral / active EE | $377 | $6,073-93.8% | $6,842-94.5% | $3,740-89.9% |
| Admin fee / account holder | $249 | $551-54.7% | $9,309-97.3% | $513-51.4% |