See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 ONE PARKVIEW PLZ STE 620 · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $30,000 |
Filed as: ADVISED ASSET GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $29,263 |
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $23,126 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,178 | $79,519-0.4% | $95,952-17.5% | $73,409+7.9% |
| Participation rate | 90.3% | 81.2%+9.1pp | 77.1%+13.2pp | 72.2%+18.1pp |
| Annual return | 13.13% | 19.20%-6.1pp | 91.61%-78.5pp | 59.29%-46.2pp |
| Employer contribution / active EE | $4,007 | $2,048+95.7% | $2,541+57.7% | $2,234+79.4% |
| Participant deferral / active EE | $5,779 | $4,138+39.6% | $4,167+38.7% | $3,805+51.9% |
| Admin fee / account holder | $117 | $184-36.7% | $6,795-98.3% | $158-26.1% |