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 Service code 15 · EIN 95-6817943 | Recordkeeping | $3,680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,047 | $46,297-93.4% | $71,671-95.7% | $62,292-95.1% |
| Participation rate | 53.5% | 60.6%-7.1pp | 68.7%-15.2pp | 69.5%-16.0pp |
| Annual return | 16.17% | 22.32%-6.1pp | 20.65%-4.5pp | 28.90%-12.7pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,016 | $2,235-54.5% | $3,438-70.4% | $3,169-67.9% |
| Admin fee / account holder | $28 | $461-93.8% | $5,558-99.5% | $479-94.1% |