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 |
|---|---|---|
EIDE BAILLY LLP4 years Service code 99 · EIN 45-0250958 PO BOX 1914 · BISMARCK, ND 585021914 | Other Fees | $16,590 |
Service code 13 · EIN 36-4430093 119 E PALATINE RD STE 104 · PALATINE, IL 60067 | Contract Administrator | $5,730 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,690 | $122,239+24.1% | $184,203-17.7% | $74,495+103.6% |
| Participation rate | 92.7% | 85.5%+7.2pp | 86.8%+5.8pp | 67.2%+25.5pp |
| Annual return | 17.46% | 19.95%-2.5pp | 28.81%-11.3pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $3,623 | $4,537-20.2% | $6,427-43.6% | $2,623+38.1% |
| Participant deferral / active EE | $6,417 | $7,139-10.1% | $9,131-29.7% | $4,346+47.7% |
| Admin fee / account holder | $286 | $1,260-77.3% | $13,901-97.9% | $1,942-85.3% |