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 37 · EIN 04-2647786 | Loan Processing | $30,195 |
AMERICAN FUNDS4 years Filed as: THE CAPITAL GROUP INV ADVISORY Service code 27 · EIN 46-4255096 | Advisory (Plan) | $16,952 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,662 | $101,317-78.6% | $146,958-85.3% | $74,495-70.9% |
| Participation rate | 64.1% | 75.5%-11.5pp | 82.2%-18.1pp | 67.2%-3.1pp |
| Annual return | 20.56% | 8730.91%-8710.3pp | 418.34%-397.8pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $1,964 | $3,810-48.5% | $4,933-60.2% | $2,623-25.1% |
| Participant deferral / active EE | $4,508 | $7,303-38.3% | $8,070-44.1% | $4,346+3.7% |
| Admin fee / account holder | $157 | $1,739-91.0% | $12,998-98.8% | $1,942-91.9% |