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 |
|---|---|---|
Service code 13 · EIN 25-1867808 | Contract Administrator | $1,515 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,375 |
Service code 55 5 KACEY CT STE 101 · MECHANICSBURG, PA 170559220 | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,876 | $46,173-74.3% | $170,442-93.0% | $69,631-82.9% |
| Participation rate | 42.4% | 63.9%-21.5pp | 83.6%-41.2pp | 70.7%-28.3pp |
| Annual return | 14.06% | 21.62%-7.6pp | 205.93%-191.9pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $900 | $1,610-44.1% | $5,433-83.4% | $2,032-55.7% |
| Participant deferral / active EE | $480 | $2,080-76.9% | $4,939-90.3% | $3,224-85.1% |
| Admin fee / account holder | $13 | $116-88.7% | $13,880-99.9% | $110-88.2% |