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 |
|---|---|---|
Service code 13 · EIN 20-8154051 420 W. GRAND AVE. · CHICAGO, IL 60654 | Contract Administrator | $4,377 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT Service code 64 PLAN SERVICES · IRVINE, CA 92618 | Recordkeeping Fees | $1,310 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,907 | $82,202-77.0% | $125,339-84.9% | $64,808-70.8% |
| Participation rate | 37.6% | 77.9%-40.3pp | 82.4%-44.8pp | 71.5%-33.9pp |
| Annual return | -18.86% | 3.48%-22.3pp | 572.05%-590.9pp | 32.82%-51.7pp |
| Employer contribution / active EE | $147 | $3,615-95.9% | $4,814-96.9% | $2,506-94.1% |
| Participant deferral / active EE | $1,213 | $7,175-83.1% | $7,446-83.7% | $4,310-71.9% |
| Admin fee / account holder | $38 | $163-76.4% | $10,010-99.6% | $188-79.5% |