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 |
|---|---|---|
Service code 27 · EIN 04-2647786 245 SUMMER STREET · BOSTON, MA 02210 | Advisory (Plan) | $150,158 |
AMERICAN FUNDS3+ years Filed as: REGATTA CAPITAL GROUP LLC Service code 27 · EIN 26-0825177 2321 ROSECRANS AVE SUITE 2225 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $81,763 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,145 | $106,028-48.9% | $146,958-63.2% | $77,643-30.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 19.45% | 56.73%-37.3pp | 418.34%-398.9pp | 31.24%-11.8pp |
| Employer contribution / active EE | $2,023 | $4,063-50.2% | $4,933-59.0% | $2,726-25.8% |
| Participant deferral / active EE | $7,530 | $7,990-5.8% | $8,070-6.7% | $4,647+62.0% |
| Admin fee / account holder | $276 | $337-18.2% | $12,998-97.9% | $430-35.9% |