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: CROSSROADS YOUTH AND FAMILY SERVICE Service code 99 1333 W. MAIN ST. · NORMAN, OK 73069 | Other Fees | $13,000 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,275 | $45,343-28.8% | $150,298-78.5% | $67,986-52.5% |
| Participation rate | 87.7% | 51.9%+35.9pp | 77.8%+10.0pp | 57.2%+30.5pp |
| Annual return | 17.52% | 33.28%-15.8pp | 62.79%-45.3pp | 31.67%-14.1pp |
| Employer contribution / active EE | $1,237 | $1,462-15.4% | $4,154-70.2% | $2,019-38.7% |
| Participant deferral / active EE | $1,674 | $2,055-18.5% | $5,453-69.3% | $3,358-50.1% |
| Admin fee / account holder | $84 | $2,250-96.3% | $14,116-99.4% | $3,203-97.4% |