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 FUNDS1 year Filed as: UP CAPITAL MANAGEMENT, INC. Service code 27 5905 GRANITE LAKE DRIVE · GRANITE BAY, CA 95746 | Advisory (Plan) | $8,716 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,437 | $86,655+41.3% | $119,609+2.4% | $66,914+83.0% |
| Participation rate | 78.0% | 75.6%+2.4pp | 79.3%-1.3pp | 69.8%+8.2pp |
| Annual return | -16.69% | -8.00%-8.7pp | -14.97%-1.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,530 | $2,536-0.2% | $4,232-40.2% | $2,544-0.5% |
| Participant deferral / active EE | $4,890 | $4,358+12.2% | $5,602-12.7% | $4,237+15.4% |
| Admin fee / account holder | $20 | $755-97.3% | $10,323-99.8% | $593-96.6% |