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 4-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 | $40,487 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA INVESTMENT SERVICES LLC Service code 27 400 FIRST ST SOUTH STE 1200 · ST CLOUD, MN 56301 | Advisory (Plan) | $28,621 |
Filed as: CETERA ADVISORS LLC Service code 27 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $3,490 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,152 | $30,588-53.7% | $53,898-73.7% | $85,563-83.5% |
| Participation rate | 78.3% | 26.3%+51.9pp | 55.0%+23.3pp | 66.0%+12.3pp |
| Annual return | 19.37% | 50.42%-31.0pp | 528.60%-509.2pp | 31.51%-12.1pp |
| Employer contribution / active EE | $1,740 | $436+299.1% | $932+86.7% | $2,654-34.4% |
| Participant deferral / active EE | $2,234 | $848+163.5% | $1,826+22.3% | $4,375-48.9% |
| Admin fee / account holder | $149 | $1,879-92.1% | $2,491-94.0% | $834-82.2% |