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 9-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 FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 15 · EIN 95-6817943 | Recordkeeping | $0 |
Filed as: NORTH SHORE WEALTH PARTNERS INC. Service code 49 | Other Services | $0 |
Service code 49 · EIN 36-4517541 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,974 | $50,637-80.3% | $86,590-88.5% | $62,292-84.0% |
| Participation rate | 63.9% | 67.9%-4.0pp | 73.5%-9.7pp | 69.5%-5.7pp |
| Annual return | 28.92% | 20.80%+8.1pp | 964.84%-935.9pp | 28.90%0pp |
| Employer contribution / active EE | $825 | $2,075-60.3% | $2,839-71.0% | $2,042-59.6% |
| Participant deferral / active EE | $3,286 | $2,611+25.9% | $3,609-8.9% | $3,169+3.7% |
| Admin fee / account holder | $11 | $413-97.4% | $4,906-99.8% | $479-97.8% |