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: CAPITAL RESEARCH & CONSULTING, LLC Service code 28 · EIN 95-4660745 15 S RAYMOND AVENUE #200 · PASADENA, CA 911051979 | Investment Management | $12,979 |
TIAA1 year Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $11,956 |
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 | $40,428 | $51,197-21.0% | $82,719-51.1% | $66,914-39.6% |
| Participation rate | 97.0% | 67.8%+29.2pp | 72.6%+24.4pp | 69.8%+27.2pp |
| Annual return | -18.90% | -9.64%-9.3pp | 701.18%-720.1pp | 1.58%-20.5pp |
| Employer contribution / active EE | $988 | $2,611-62.1% | $3,009-67.2% | $2,544-61.2% |
| Participant deferral / active EE | $2,967 | $3,458-14.2% | $4,395-32.5% | $4,237-30.0% |
| Admin fee / account holder | $141 | $416-66.1% | $5,329-97.4% | $593-76.2% |