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 FUNDS8 years Service code 12 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping and information managem... | $950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,142 | $62,127-46.7% | $81,382-59.3% | $74,495-55.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 13.91% | 16.48%-2.6pp | 24.73%-10.8pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,190 | $1,882+16.3% | $2,463-11.1% | $2,623-16.5% |
| Participant deferral / active EE | $2,873 | $3,229-11.0% | $3,883-26.0% | $4,346-33.9% |
| Admin fee / account holder | $4 | $1,934-99.8% | $5,768-99.9% | $1,942-99.8% |