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 FUNDS6+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $2,575 |
STEPHEN M KOCH & CO., INC.6+ years Service code 13 5400 CARILLON POINT · KIRKLAND, WA 98033 | Contract Administrator | $1,950 |
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 | $142,719 | $69,362+105.8% | $101,248+41.0% | $73,488+94.2% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 16.97% | 18.46%-1.5pp | 46.47%-29.5pp | 28.51%-11.5pp |
| Employer contribution / active EE | $4,137 | $2,628+57.4% | $3,660+13.0% | $2,270+82.2% |
| Participant deferral / active EE | $8,252 | $3,300+150.1% | $4,370+88.8% | $3,740+120.7% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |