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 |
|---|---|---|
CRAFT VENTURES III FEEDER3 years Filed as: CRAFT & SAGE WEALTH LLC Service code 27 1535 WALNUT ST STE 107 · KANSAS CITY, MO 64108 | Advisory (Plan) | $17,073 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $10,236 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,402 | $81,625-24.8% | $167,512-63.3% | $74,304-17.4% |
| Participation rate | 98.2% | 60.0%+38.2pp | 77.1%+21.2pp | 60.3%+37.9pp |
| Annual return | 17.23% | 26.09%-8.9pp | 1615.79%-1598.6pp | 29.43%-12.2pp |
| Employer contribution / active EE | $1,976 | $2,010-1.7% | $3,882-49.1% | $2,241-11.8% |
| Participant deferral / active EE | $5,033 | $4,115+22.3% | $6,405-21.4% | $3,767+33.6% |
| Admin fee / account holder | $209 | $3,474-94.0% | $9,769-97.9% | $2,969-93.0% |