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 COMPANY4 years Service code 13 · EIN 25-1867808 | Contract Administrator | $1,780 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,639 |
CETERA ADVISOR NETWORKS LLC4 years 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.
Annual investment return 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 | $20,877 | $58,879-64.5% | $178,490-88.3% | $73,488-71.6% |
| Participation rate | 37.7% | 66.2%-28.6pp | 81.9%-44.3pp | 70.7%-33.0pp |
| Annual return | 6.80% | 24.86%-18.1pp | 151.07%-144.3pp | 28.51%-21.7pp |
| Employer contribution / active EE | $1,033 | $2,236-53.8% | $5,011-79.4% | $2,270-54.5% |
| Participant deferral / active EE | $551 | $2,567-78.5% | $5,202-89.4% | $3,740-85.3% |
| Admin fee / account holder | $17 | $400-95.7% | $13,984-99.9% | $513-96.6% |