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 FUNDS4 years Filed as: CAPITAL GROUPRETIREMENTPLANSERVICES Service code 15 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $10,537 |
NORTHWEST BANK5 years Service code 26 · EIN 23-2790930 100 LIBERTY STREET · WARREN, PA 16365 | Advisory (Participants) | $9,905 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VANTAGEN, LLC Service code 13 · EIN 23-2932984 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Contract Administrator | $4,209 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,686 | $58,264-43.9% | $86,612-62.3% | $71,457-54.3% |
| Participation rate | 67.5% | 65.0%+2.5pp | 71.7%-4.2pp | 67.9%-0.4pp |
| Annual return | 12.52% | 21.63%-9.1pp | 591.07%-578.6pp | 28.85%-16.3pp |
| Employer contribution / active EE | $1,188 | $2,574-53.9% | $3,022-60.7% | $2,588-54.1% |
| Participant deferral / active EE | $1,412 | $3,436-58.9% | $4,438-68.2% | $4,289-67.1% |
| Admin fee / account holder | $262 | $1,057-75.2% | $5,614-95.3% | $1,587-83.5% |