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 FUNDS2+ years Filed as: HM CAPITAL MANAGEMENT Service code 15 · EIN 20-3287389 | Recordkeeping | $12,491 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,476 | $80,753-40.0% | $136,294-64.4% | $62,292-22.2% |
| Participation rate | 51.1% | 73.5%-22.4pp | 81.9%-30.8pp | 69.5%-18.4pp |
| Annual return | 20.25% | 35.83%-15.6pp | 5155.94%-5135.7pp | 28.90%-8.6pp |
| Employer contribution / active EE | $1,898 | $2,884-34.2% | $4,695-59.6% | $2,042-7.1% |
| Participant deferral / active EE | $3,902 | $5,164-24.4% | $6,247-37.5% | $3,169+23.1% |
| Admin fee / account holder | $125 | $525-76.1% | $9,243-98.6% | $479-73.8% |