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 10-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 |
|---|---|---|
ALLIANCE BENEFIT GROUP4 years Filed as: ALLIANCE BENEFIT GROUP SOUTHWEST, L Service code 15 · EIN 38-3944313 7425 JEFFERSON ST NE · ALBUQUERQUE, NM 87109 | Recordkeeping | $26,296 |
REDW LLC3 years Service code 16 · EIN 85-0203431 7425 JEFFERSON ST NE · ALBUQUERQUE, NM 87109 | Consulting | $25,988 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO NA Service code 19 · EIN 41-6257133 200 LOMAS BLVD. NW · ALBUQUERQUE, NM 87102 | Securities Custodian | $9,000 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $1,076 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,144 | $77,660+99.8% | $109,143+42.1% | $79,386+95.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 16.62% | 23.44%-6.8pp | 25.75%-9.1pp | 116.85%-100.2pp |
| Employer contribution / active EE | $10,697 | $2,797+282.4% | $3,722+187.4% | $2,427+340.7% |
| Participant deferral / active EE | $6,388 | $3,518+81.6% | $4,653+37.3% | $4,046+57.9% |
| Admin fee / account holder | $270 | $732-63.1% | $6,752-96.0% | $626-56.9% |