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 |
|---|---|---|
Service code 13 · EIN 80-0102330 P.O. BOX 1650 · ISSAQUAH, WA 98027 | Contract Administrator | $10,457 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MGMT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $288 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,969 | $44,221-16.4% | $121,196-69.5% | $56,287-34.3% |
| Participation rate | 91.4% | 61.1%+30.3pp | 71.7%+19.7pp | 69.9%+21.6pp |
| Annual return | -5.88% | -3.58%-2.3pp | 16.93%-22.8pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,538 | $1,480+71.5% | $4,022-36.9% | $2,111+20.2% |
| Participant deferral / active EE | $4,892 | $2,521+94.0% | $3,344+46.3% | $3,350+46.0% |
| Admin fee / account holder | $65 | $480-86.4% | $5,019-98.7% | $521-87.4% |