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 FUNDS5+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $0 |
OPPENHEIMER4+ years Filed as: OPPENHEIMER & CO. INC. Service code 55 125 BROAD ST FL 13 · NEW YORK, NY 10004 | Other Commissions | $0 |
Service code 13 420 COMMONWEALTH DRIVE · WARRENDALE, PA 15086 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,609 | $40,522+42.2% | $84,611-31.9% | $67,579-14.8% |
| Participation rate | 14.8% | 51.1%-36.3pp | 68.2%-53.4pp | 71.3%-56.4pp |
| Annual return | 34.20% | 32.72%+1.5pp | 258.74%-224.5pp | 378.56%-344.4pp |
| Employer contribution / active EE | $575 | $1,146-49.9% | $2,652-78.3% | $2,148-73.2% |
| Participant deferral / active EE | $1,390 | $2,132-34.8% | $3,899-64.4% | $3,539-60.7% |
| Admin fee / account holder | $14 | $145-90.1% | $4,912-99.7% | $142-89.9% |