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 6-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: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $38,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$70,300 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,141 | $112,623+153.2% | $106,213+168.5% | $199,593+42.9% |
| Participation rate | 89.1% | 86.2%+2.9pp | 75.3%+13.9pp | 72.0%+17.2pp |
| Annual return | 21.07% | 15.57%+5.5pp | 116.14%-95.1pp | 34.25%-13.2pp |
| Employer contribution / active EE | $3,771 | $4,575-17.6% | $3,171+18.9% | $3,034+24.3% |
| Participant deferral / active EE | $9,090 | $6,659+36.5% | $5,016+81.2% | $5,087+78.7% |
| Admin fee / account holder | $98 | $107-8.4% | $11,033-99.1% | $269-63.6% |