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 37 · EIN 04-2647786 245 SUMMER STREET · BOSTON, MA 02210 | Loan Processing | $142,281 |
AMERICAN FUNDS4+ years Filed as: REGATTA CAPITAL GROUP LLC Service code 27 · EIN 26-0825177 2321 ROSECRANS AVE., SUITE 2225 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $66,934 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,260 | $119,446-47.0% | $150,045-57.8% | $85,563-26.1% |
| Participation rate | 93.1% | 75.4%+17.7pp | 82.3%+10.8pp | 66.0%+27.2pp |
| Annual return | 22.59% | 23.72%-1.1pp | 62.55%-40.0pp | 31.51%-8.9pp |
| Employer contribution / active EE | $2,682 | $4,078-34.2% | $4,693-42.9% | $2,654+1.1% |
| Participant deferral / active EE | $10,575 | $7,985+32.4% | $7,997+32.2% | $4,375+141.7% |
| Admin fee / account holder | $223 | $548-59.3% | $13,435-98.3% | $834-73.3% |