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 |
|---|---|---|
Filed as: PROFESSIONAL BENEFIT SERVICES, INC. Service code 13 · EIN 93-0998477 1193 ROYVONNE SE · SALEM, OR 973026503 | Contract Administrator | $500 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $188 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,267 | $61,272-73.5% | $149,673-89.1% | $71,457-77.2% |
| Participation rate | 80.8% | 62.5%+18.3pp | 78.8%+2.0pp | 67.9%+12.9pp |
| Annual return | 17.89% | 35.85%-18.0pp | 134.42%-116.5pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,493 | $2,378-37.2% | $4,818-69.0% | $2,588-42.3% |
| Participant deferral / active EE | $2,763 | $2,917-5.3% | $5,680-51.4% | $4,289-35.6% |
| Admin fee / account holder | $32 | $1,261-97.5% | $13,210-99.8% | $1,587-98.0% |