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 FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $13,197 |
PASI, LLC4+ years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $12,555 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,053 | $62,267-53.3% | $110,238-73.6% | $55,725-47.9% |
| Participation rate | 80.3% | 78.1%+2.2pp | 79.8%+0.5pp | 70.9%+9.5pp |
| Annual return | -4.60% | -1.07%-3.5pp | 314.74%-319.3pp | 244.93%-249.5pp |
| Employer contribution / active EE | $529 | $1,941-72.8% | $3,826-86.2% | $2,078-74.5% |
| Participant deferral / active EE | $3,217 | $3,516-8.5% | $4,672-31.1% | $3,356-4.1% |
| Admin fee / account holder | $84 | $121-30.2% | $8,547-99.0% | $115-26.7% |