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 8-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 FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $3,318 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION INNOVATIONS & CONSULTING Service code 10 · EIN 34-1944384 7558 KING'S POINTE ROAD · TOLEDO, OH 43617 | Accounting | $1,710 |
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 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 | $9,276 | $62,586-85.2% | $76,768-87.9% | $64,186-85.5% |
| Participation rate | 78.1% | 72.8%+5.3pp | 77.0%+1.2pp | 69.6%+8.6pp |
| Annual return | -8.37% | -1.95%-6.4pp | 2.43%-10.8pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,858 | $1,832+1.4% | $2,485-25.3% | $2,381-22.0% |
| Participant deferral / active EE | $3,006 | $3,145-4.4% | $3,852-22.0% | $3,470-13.4% |
| Admin fee / account holder | $22 | $4,667-99.5% | $6,675-99.7% | $4,888-99.5% |