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 FUNDS3+ years Filed as: HM CAPITAL MANAGEMENT Service code 15 · EIN 20-3287389 | Recordkeeping | $14,004 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,259 | $73,102-44.9% | $123,544-67.4% | $56,287-28.5% |
| Participation rate | 56.2% | 74.3%-18.2pp | 82.3%-26.1pp | 69.9%-13.7pp |
| Annual return | -5.65% | 3.01%-8.7pp | 119.20%-124.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $2,115 | $2,977-29.0% | $4,628-54.3% | $2,111+0.2% |
| Participant deferral / active EE | $4,381 | $5,423-19.2% | $6,426-31.8% | $3,350+30.8% |
| Admin fee / account holder | $121 | $554-78.1% | $9,284-98.7% | $521-76.7% |