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: CAPITAL BANK & TRUST COMPANY Service code 15 · EIN 95-6817943 | Recordkeeping | $0 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 99 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Other Fees | $0 |
Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,544 | $50,815-37.9% | $155,509-79.7% | $77,643-59.4% |
| Participation rate | 49.0% | 63.1%-14.1pp | 78.2%-29.2pp | 70.6%-21.6pp |
| Annual return | 15.21% | 34.80%-19.6pp | 64.67%-49.5pp | 31.24%-16.0pp |
| Employer contribution / active EE | $471 | $1,993-76.3% | $4,672-89.9% | $2,726-82.7% |
| Participant deferral / active EE | $1,295 | $2,822-54.1% | $5,626-77.0% | $4,647-72.1% |
| Admin fee / account holder | $18 | $437-95.9% | $15,912-99.9% | $430-95.9% |