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 FUNDS6+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $73,063 |
UBS FINANCIAL SERVICES INC3 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $64,932 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,483 | $88,890+52.4% | $102,423+32.3% | $77,643+74.5% |
| Participation rate | 99.1% | 80.9%+18.2pp | 76.5%+22.6pp | 70.6%+28.6pp |
| Annual return | 14.55% | 24.98%-10.4pp | 29.32%-14.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $5,673 | $2,698+110.3% | $3,023+87.6% | $2,726+108.1% |
| Participant deferral / active EE | $5,581 | $5,145+8.5% | $5,053+10.5% | $4,647+20.1% |
| Admin fee / account holder | $161 | $235-31.7% | $9,451-98.3% | $430-62.6% |