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 FUNDS7 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 99 · EIN 47-5067434 | Other Fees | $40,000 |
REDWOOD PENSIONS, LLC4 years Filed as: REDWOOD PENSIONS LLC Service code 49 · EIN 27-2431450 | Other Services | $12,397 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,947 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,380 | $65,908-25.1% | $81,812-39.6% | $77,643-36.4% |
| Participation rate | 94.4% | 65.8%+28.6pp | 72.3%+22.1pp | 70.6%+23.8pp |
| Annual return | 13.14% | 26.64%-13.5pp | 773.79%-760.7pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,596 | $2,370-32.7% | $2,912-45.2% | $2,726-41.4% |
| Participant deferral / active EE | $6,454 | $3,505+84.1% | $4,319+49.5% | $4,647+38.9% |
| Admin fee / account holder | $114 | $526-78.4% | $7,386-98.5% | $430-73.5% |