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 9-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 FUNDS5 years Service code 12 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Contract Administrator; Participant c... | $700 |
Annual investment return 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 | $28,784 | $59,584-51.7% | $86,874-66.9% | $79,386-63.7% |
| Participation rate | 95.4% | 67.7%+27.8pp | 71.6%+23.8pp | 70.7%+24.7pp |
| Annual return | 10.68% | 23.15%-12.5pp | 63.52%-52.8pp | 116.85%-106.2pp |
| Employer contribution / active EE | $1,906 | $1,768+7.8% | $2,495-23.6% | $2,427-21.5% |
| Participant deferral / active EE | $2,103 | $3,036-30.8% | $3,699-43.2% | $4,046-48.0% |
| Admin fee / account holder | $3 | $604-99.5% | $5,828-99.9% | $626-99.5% |