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 RESEARCH & MANGEMENT Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $10,049 |
NORTHWEST BANK1 year Service code 27 · EIN 23-2790930 100 LIBERTY STREET · WARREN, PA 16365 | Advisory (Plan) | $7,599 |
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 | $31,090 | $51,620-39.8% | $90,281-65.6% | $65,185-52.3% |
| Participation rate | 58.5% | 68.6%-10.1pp | 73.3%-14.7pp | 70.2%-11.7pp |
| Annual return | 20.35% | 24.94%-4.6pp | 78.10%-57.8pp | 29.38%-9.0pp |
| Employer contribution / active EE | $929 | $2,235-58.4% | $2,854-67.5% | $2,177-57.3% |
| Participant deferral / active EE | $1,230 | $2,871-57.1% | $3,885-68.3% | $3,514-65.0% |
| Admin fee / account holder | $236 | $384-38.5% | $5,351-95.6% | $847-72.1% |