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 FUNDS1+ years Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $4,100 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER & CO. INC. Service code 63 · EIN 13-5657518 | 12b-1 Fees | $0 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER & CO., INC. Service code 63 | 12b-1 Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,354 | $45,283+150.3% | $155,790-27.2% | $52,331+116.6% |
| Participation rate | 61.2% | 62.2%-1.0pp | 76.1%-14.9pp | 68.1%-6.9pp |
| Annual return | 1.25% | 1.80%-0.6pp | 71.54%-70.3pp | 4.54%-3.3pp |
| Employer contribution / active EE | $1,670 | $1,329+25.7% | $3,836-56.5% | $1,882-11.3% |
| Participant deferral / active EE | $6,806 | $2,854+138.4% | $4,797+41.9% | $3,022+125.2% |
| Admin fee / account holder | $43 | $981-95.6% | $7,478-99.4% | $592-92.8% |