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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $127,868 |
AMERICAN FUNDS3 years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $19,000 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,941 | $84,784+186.5% | $98,439+146.8% | $74,419+226.5% |
| Participation rate | 86.6% | 81.5%+5.0pp | 75.2%+11.4pp | 70.7%+15.8pp |
| Annual return | 23.72% | 20.59%+3.1pp | 21.16%+2.6pp | 34.38%-10.7pp |
| Employer contribution / active EE | $3,926 | $3,364+16.7% | $3,048+28.8% | $2,637+48.8% |
| Participant deferral / active EE | $8,649 | $5,218+65.7% | $4,738+82.6% | $4,528+91.0% |
| Admin fee / account holder | $89 | $204-56.7% | $8,948-99.0% | $348-74.5% |