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 FUNDS11+ years Filed as: CAPITAL RESEARCH & CONSULTING LLC Service code 26 · EIN 95-4660745 | Advisory (Participants) | $314,044 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $28,188 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$163,260 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,097 | $111,072-9.0% | $156,263-35.3% | $102,872-1.7% |
| Participation rate | 95.6% | 80.1%+15.5pp | 78.9%+16.7pp | 73.0%+22.6pp |
| Annual return | 16.29% | 16.98%-0.7pp | 59.47%-43.2pp | 19.06%-2.8pp |
| Employer contribution / active EE | $6,254 | $4,017+55.7% | $4,333+44.3% | $3,526+77.4% |
| Participant deferral / active EE | $7,283 | $5,455+33.5% | $6,158+18.3% | $5,535+31.6% |
| Admin fee / account holder | $98 | $120-18.7% | $14,255-99.3% | $292-66.5% |