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 7-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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $34,341 |
Filed as: DOUGLAS M. FARR & CO., INC. Service code 13 5721 CANYONSIDE RD · LA CRESCENTA, CA 91214 | Contract Administrator | $3,562 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,539 | $142,424-13.3% | $100,534+22.9% | $74,304+66.3% |
| Participation rate | 91.6% | 79.6%+12.1pp | 80.6%+11.0pp | 60.3%+31.3pp |
| Annual return | 25.33% | 27.53%-2.2pp | 32.66%-7.3pp | 29.43%-4.1pp |
| Employer contribution / active EE | $8,009 | $5,555+44.2% | $4,346+84.3% | $2,241+257.4% |
| Participant deferral / active EE | $16,165 | $8,247+96.0% | $6,144+163.1% | $3,767+329.1% |
| Admin fee / account holder | $257 | $1,986-87.1% | $7,654-96.6% | $2,969-91.4% |