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 AND MANAGEMENT CO Service code 15 · EIN 95-6817943 | Recordkeeping | $945 |
MILLIMAN, INC.3+ years Service code 16 · EIN 91-0675641 | Consulting | $0 |
PURSHE KAPLAN STERLING INV3+ years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 27 · EIN 13-3749682 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $67,708 | $59,535+13.7% | $90,160-24.9% | $62,292+8.7% |
| Participation rate | 37.3% | 73.0%-35.8pp | 76.9%-39.6pp | 69.5%-32.2pp |
| Annual return | 17.22% | 23.53%-6.3pp | 34.88%-17.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $109 | $1,826-94.1% | $3,318-96.7% | $2,042-94.7% |
| Participant deferral / active EE | $1,511 | $4,639-67.4% | $5,288-71.4% | $3,169-52.3% |
| Admin fee / account holder | $8 | $337-97.6% | $5,943-99.9% | $479-98.3% |