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 Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $487 |
Service code 13 420 COMMONWEALTH DRIVE · WARRENDALE, PA 15086 | Contract Administrator | $373 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER & CO. INC. Service code 55 125 BROAD ST FL 13 · NEW YORK, NY 10004 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $25,932 | $32,425-20.0% | $74,583-65.2% | $55,167-53.0% |
| Participation rate | 15.4% | 54.0%-38.6pp | 68.1%-52.7pp | 69.0%-53.5pp |
| Annual return | 45.52% | 10.63%+34.9pp | 20.47%+25.1pp | 169.23%-123.7pp |
| Employer contribution / active EE | $525 | $1,043-49.7% | $2,525-79.2% | $1,963-73.2% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $10 | $748-98.7% | $4,138-99.8% | $504-98.1% |