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 FUNDS3 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,430 |
MORGAN STANLEY SMITH BARNEY3 years Service code 49 · EIN 26-4310632 | Other Services | $4 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,275 | $62,267-30.5% | $110,238-60.7% | $55,725-22.3% |
| Participation rate | 76.3% | 78.1%-1.8pp | 79.8%-3.5pp | 70.9%+5.4pp |
| Annual return | -2.67% | -1.07%-1.6pp | 314.74%-317.4pp | 244.93%-247.6pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $3,826-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,476 | $3,516-1.1% | $4,672-25.6% | $3,356+3.6% |
| Admin fee / account holder | $12 | $121-90.2% | $8,547-99.9% | $115-89.7% |