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 |
|---|---|---|
BLOCK CONSULTING ACTUARIES, INC.6+ years Service code 13 · EIN 95-3949084 880 APOLLO STREET, SUITE 215 · EL SEGUNDO, CA 902454782 | Contract Administrator | $10,303 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $2,060 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,988 | $104,475+86.6% | $159,436+22.3% | $79,386+145.6% |
| Participation rate | 99.3% | 76.6%+22.6pp | 82.8%+16.4pp | 70.7%+28.6pp |
| Annual return | 17.43% | 67.95%-50.5pp | 263.57%-246.1pp | 116.85%-99.4pp |
| Employer contribution / active EE | $7,410 | $3,417+116.9% | $4,829+53.4% | $2,427+205.3% |
| Participant deferral / active EE | $8,007 | $6,467+23.8% | $7,352+8.9% | $4,046+97.9% |
| Admin fee / account holder | $54 | $711-92.5% | $10,799-99.5% | $626-91.4% |