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 | $49,915-35.3% | $154,803-79.2% | $74,304-56.6% |
| Participation rate | 87.7% | 54.0%+33.8pp | 78.1%+9.6pp | 60.3%+27.4pp |
| Annual return | 17.52% | 34.06%-16.5pp | 58.88%-41.4pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,237 | $1,611-23.3% | $4,305-71.3% | $2,241-44.8% |
| Participant deferral / active EE | $1,674 | $2,255-25.8% | $5,540-69.8% | $3,767-55.6% |
| Admin fee / account holder | $84 | $2,189-96.2% | $14,329-99.4% | $2,969-97.2% |