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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $17,594 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 99 PO BOX 502533 · SAN DIEGO, CA 92150 | Other Fees | $13,364 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,602 | $59,417-68.7% | $93,606-80.1% | $74,495-75.0% |
| Participation rate | 53.1% | 59.7%-6.5pp | 68.7%-15.6pp | 67.2%-14.1pp |
| Annual return | 12.20% | 81.83%-69.6pp | 133.20%-121.0pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $597 | $1,264-52.7% | $2,420-75.3% | $2,623-77.2% |
| Participant deferral / active EE | $1,093 | $3,050-64.2% | $4,411-75.2% | $4,346-74.8% |
| Admin fee / account holder | $179 | $3,021-94.1% | $8,285-97.8% | $1,942-90.8% |