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 |
|---|---|---|
ROSSMORE PROPERTY & CASUALTY3 years Filed as: ROSSMORE PRIVATE CAPITAL LLC Service code 27 175 CAPITAL BLVD STE 402 · ROCKY HILL, CT 06067 | Advisory (Plan) | $17,050 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,376 | $49,451+24.1% | $79,550-22.8% | $66,914-8.3% |
| Participation rate | 39.9% | 61.3%-21.5pp | 69.5%-29.6pp | 69.8%-29.9pp |
| Annual return | -15.22% | 84.25%-99.5pp | 0.16%-15.4pp | 1.58%-16.8pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,113 | $3,159-1.4% | $3,985-21.9% | $4,237-26.5% |
| Admin fee / account holder | $233 | $595-60.9% | $6,832-96.6% | $593-60.8% |