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 FUNDS1 year Filed as: CAPITAL GROUPRETIREMENTPLANSERVICES Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $9,741 |
NORTHWEST BANK2 years Service code 27 · EIN 23-2790930 100 LIBERTY STREET · WARREN, PA 16365 | Advisory (Plan) | $8,749 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,059 | $66,124-47.0% | $90,404-61.2% | $73,488-52.3% |
| Participation rate | 63.2% | 69.7%-6.4pp | 72.7%-9.4pp | 70.7%-7.4pp |
| Annual return | 14.86% | 17.65%-2.8pp | 1293.02%-1278.2pp | 28.51%-13.6pp |
| Employer contribution / active EE | $1,213 | $2,346-48.3% | $3,262-62.8% | $2,270-46.6% |
| Participant deferral / active EE | $1,585 | $3,039-47.8% | $3,963-60.0% | $3,740-57.6% |
| Admin fee / account holder | $229 | $396-42.1% | $5,611-95.9% | $513-55.3% |