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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,485 |
TD AMERITRADE, INC.8+ years Service code 33 · EIN 82-0543156 | Securities brokerage | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,606 | $71,883-60.2% | $86,677-67.0% | $68,494-58.2% |
| Participation rate | 93.3% | 72.2%+21.0pp | 76.6%+16.7pp | 67.9%+25.4pp |
| Annual return | -15.11% | 3.52%-18.6pp | 35.91%-51.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,647 | $3,779-3.5% | $4,656-21.7% | $4,027-9.4% |
| Admin fee / account holder | $21 | $6,112-99.7% | $7,493-99.7% | $5,403-99.6% |