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: CAPITALRESEARCHCONSULTINGLLC Service code 26 · EIN 95-4660745 | Advisory (Participants) | $202,699 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $29,007 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$220,707 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,233 | $2,679,533-96.6% | $164,813-45.3% | $199,593-54.8% |
| Participation rate | 94.1% | 78.3%+15.8pp | 78.6%+15.5pp | 72.0%+22.1pp |
| Annual return | 16.72% | 17.93%-1.2pp | 69.93%-53.2pp | 34.25%-17.5pp |
| Employer contribution / active EE | $5,374 | $2,970+81.0% | $4,341+23.8% | $3,034+77.1% |
| Participant deferral / active EE | $6,613 | $5,010+32.0% | $6,031+9.6% | $5,087+30.0% |
| Admin fee / account holder | $6 | $1,982-99.7% | $12,690-100.0% | $269-97.8% |