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 |
|---|---|---|
AMERICA'S 401K, INC.1 year Filed as: 401(K) AMERICA, INC. Service code 49 14071 PEYTON DR UNIT 968 · CHINO HILLS, CA 91709 | Other Services | $19,264 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $200 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,052 | $69,763-9.6% | $67,502-6.6% | $74,495-15.4% |
| Participation rate | 70.8% | 71.4%-0.5pp | 72.9%-2.0pp | 67.2%+3.6pp |
| Annual return | 10.63% | -40.34%+51.0pp | 3512.12%-3501.5pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $993 | $2,704-63.3% | $2,731-63.7% | $2,623-62.2% |
| Participant deferral / active EE | $1,661 | $3,636-54.3% | $4,000-58.5% | $4,346-61.8% |
| Admin fee / account holder | $161 | $896-82.0% | $3,998-96.0% | $1,942-91.7% |