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 FUNDS4 years Filed as: THE CAPITAL GROUP INV ADVISORY Service code 27 · EIN 46-4255096 | Advisory (Plan) | $43,026 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,363 |
T ROWE PRICE RPS INC1 year Filed as: TRP GRTH STOCK ADV - T. ROWE PRICE Service code 60 · EIN 52-2269240 | Sub-TA Fees | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,904 | $82,202-30.8% | $125,339-54.6% | $64,808-12.2% |
| Participation rate | 68.7% | 77.9%-9.2pp | 82.4%-13.7pp | 71.5%-2.8pp |
| Annual return | -2.14% | 3.48%-5.6pp | 572.05%-574.2pp | 32.82%-35.0pp |
| Employer contribution / active EE | $3,030 | $3,615-16.2% | $4,814-37.0% | $2,506+20.9% |
| Participant deferral / active EE | $8,307 | $7,175+15.8% | $7,446+11.6% | $4,310+92.7% |
| Admin fee / account holder | $242 | $163+48.3% | $10,010-97.6% | $188+28.9% |