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: THE CAPITAL GROUP INVESTMENT ADVISO Service code 27 6720-B ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Advisory (Plan) | $41,993 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL, INC. Service code 28 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $27,995 |
Service code 13 · EIN 46-4091337 | Contract Administrator | $26,342 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $140,341 | $63,299+121.7% | $91,001+54.2% | $62,292+125.3% |
| Participation rate | 95.7% | 73.3%+22.3pp | 75.6%+20.1pp | 69.5%+26.1pp |
| Annual return | 12.03% | 20.99%-9.0pp | 4.60%+7.4pp | 28.90%-16.9pp |
| Employer contribution / active EE | $783 | $1,807-56.7% | $2,456-68.1% | $2,042-61.7% |
| Participant deferral / active EE | $5,110 | $2,943+73.6% | $3,547+44.0% | $3,169+61.2% |
| Admin fee / account holder | $876 | $468+87.3% | $5,417-83.8% | $479+82.7% |