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 Service code 15 · EIN 96-6817943 | Recordkeeping | $0 |
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 | $41,741 | $25,723+62.3% | $69,182-39.7% | $55,167-24.3% |
| Participation rate | 15.4% | 39.4%-24.0pp | 55.1%-39.7pp | 69.0%-53.5pp |
| Annual return | 7.43% | 9.56%-2.1pp | -21.93%+29.4pp | 169.23%-161.8pp |
| Employer contribution / active EE | $301 | $480-37.3% | $1,206-75.0% | $1,963-84.7% |
| Participant deferral / active EE | $804 | $963-16.5% | $1,897-57.6% | $3,054-73.7% |
| Admin fee / account holder | $16 | $365-95.7% | $2,697-99.4% | $504-96.9% |