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 |
|---|---|---|
CI KORE PRIVATE WEALTH1 year Filed as: KORE PRIVATE WEALTH LLC Service code 27 330 MADISON AVE · NEW YORK, NY 10017 | Advisory (Plan) | $6,718 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $625 |
ERP RETIREMENT SERVICES1 year Filed as: ERP ACTUARIES & CONSULTANTS Service code 13 135 PINELAWN RD · MELVILLE, NY 117473198 | Contract Administrator | $210 |
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 | $27,080 | $65,376-58.6% | $87,100-68.9% | $65,185-58.5% |
| Participation rate | 51.2% | 75.3%-24.1pp | 76.9%-25.6pp | 70.2%-19.0pp |
| Annual return | 19.77% | 31.27%-11.5pp | 28.19%-8.4pp | 29.38%-9.6pp |
| Employer contribution / active EE | $1,322 | $1,822-27.5% | $2,521-47.6% | $2,177-39.3% |
| Participant deferral / active EE | $1,661 | $3,388-51.0% | $4,049-59.0% | $3,514-52.7% |
| Admin fee / account holder | $94 | $520-81.8% | $7,497-98.7% | $847-88.9% |