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 FUNDS4+ years Filed as: CAPITAL ONE, N.A. Service code 15 · EIN 72-0210640 | Recordkeeping | $81,779 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $39,840 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,029 | $134,045-73.9% | $80,019-56.2% | $75,289-53.5% |
| Participation rate | 54.3% | 85.8%-31.4pp | 75.8%-21.5pp | 72.4%-18.1pp |
| Annual return | -5.30% | -0.56%-4.7pp | 11.22%-16.5pp | -0.04%-5.3pp |
| Employer contribution / active EE | $1,823 | $3,492-47.8% | $2,468-26.1% | $2,405-24.2% |
| Participant deferral / active EE | $3,897 | $4,976-21.7% | $3,686+5.7% | $3,739+4.2% |
| Admin fee / account holder | $136 | $124+9.5% | $6,521-97.9% | $102+32.5% |