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 FUNDS2 years Filed as: UP CAPITAL MANAGEMENT, INC. Service code 27 5905 GRANITE LAKE DRIVE · GRANITE BAY, CA 95746 | Advisory (Plan) | $15,418 |
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 | $119,449 | $82,978+44.0% | $129,995-8.1% | $71,457+67.2% |
| Participation rate | 88.7% | 74.1%+14.6pp | 78.5%+10.2pp | 67.9%+20.7pp |
| Annual return | 19.37% | 20.60%-1.2pp | -137.18%+156.6pp | 28.85%-9.5pp |
| Employer contribution / active EE | $2,263 | $2,622-13.7% | $4,320-47.6% | $2,588-12.6% |
| Participant deferral / active EE | $5,875 | $4,432+32.6% | $5,820+0.9% | $4,289+37.0% |
| Admin fee / account holder | $80 | $1,729-95.4% | $10,614-99.2% | $1,587-95.0% |