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 |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $4,719 |
STEPHEN M KOCH & CO., INC.4+ years Service code 13 5400 CARILLON POINT · KIRKLAND, WA 98033 | Contract Administrator | $4,195 |
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 | $127,868 | $55,449+130.6% | $83,848+52.5% | $56,287+127.2% |
| Participation rate | 89.6% | 68.0%+21.6pp | 76.1%+13.4pp | 69.9%+19.7pp |
| Annual return | -5.52% | -1.38%-4.1pp | 850.88%-856.4pp | -9.96%+4.4pp |
| Employer contribution / active EE | $4,339 | $2,430+78.5% | $3,631+19.5% | $2,111+105.5% |
| Participant deferral / active EE | $8,291 | $2,935+182.4% | $4,082+103.1% | $3,350+147.5% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |