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 |
|---|---|---|
LIFESTYLE RETIREMENT COMPANY2 years Service code 13 · EIN 25-1867808 | Contract Administrator | $2,090 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,800 |
CETERA ADVISOR NETWORKS LLC2 years Service code 55 5 KACEY CT STE 101 · MECHANICSBURG, PA 170559220 | Other Commissions | $100 |
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.
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 | $16,036 | $47,977-66.6% | $154,107-89.6% | $56,287-71.5% |
| Participation rate | 54.8% | 66.2%-11.4pp | 83.0%-28.3pp | 69.9%-15.1pp |
| Annual return | 12.36% | 3.54%+8.8pp | 735.12%-722.8pp | -9.96%+22.3pp |
| Employer contribution / active EE | $1,164 | $2,169-46.3% | $5,298-78.0% | $2,111-44.9% |
| Participant deferral / active EE | $697 | $2,392-70.9% | $5,081-86.3% | $3,350-79.2% |
| Admin fee / account holder | $15 | $438-96.6% | $13,411-99.9% | $521-97.2% |