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 FUNDS2 years Filed as: ADVANCED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,452 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,452 |
STAFFORDSHIRE BENEFIT CONSULTING LL2 years Service code 13 1307 WHITE HORSE ROAD BLDG D · VOORHEES, NJ 08043 | Contract Administrator | $300 |
BCG SECURITIES2 years Service code 55 600 DELRAN PKY SUITE B · DELRAN, NJ 08075 | Other Commissions | $0 |
GARDEN STATE SECURITIES INC2 years Service code 55 328 NEWMAN SPRINGS ROAD · RED BANK, NJ 07701 | Other Commissions | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,337 | $213,957-73.7% | $149,696-62.4% | - |
| Participation rate | 12.1% | 79.5%-67.4pp | 82.5%-70.4pp | - |
| Annual return | 6.00% | 9.83%-3.8pp | 276.60%-270.6pp | - |
| Employer contribution / active EE | $0 | $3,868-100.0% | $4,644-100.0% | - |
| Participant deferral / active EE | $916 | $6,177-85.2% | $6,842-86.6% | - |
| Admin fee / account holder | $412 | $24,510-98.3% | $9,309-95.6% | - |