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 FUNDS6+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $0 |
OPPENHEIMER5+ 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.
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 | $68,678 | $39,948+71.9% | $89,391-23.2% | $73,409-6.4% |
| Participation rate | 12.8% | 50.4%-37.6pp | 68.0%-55.2pp | 72.2%-59.4pp |
| Annual return | 25.92% | 50.12%-24.2pp | 245.62%-219.7pp | 59.29%-33.4pp |
| Employer contribution / active EE | $645 | $1,200-46.2% | $2,586-75.0% | $2,234-71.1% |
| Participant deferral / active EE | $1,450 | $2,193-33.9% | $3,890-62.7% | $3,805-61.9% |
| Admin fee / account holder | $13 | $134-90.0% | $4,881-99.7% | $158-91.5% |