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 FUNDS5 years Filed as: CAPITAL GROUPRETIREMENTPLANSERVICES Service code 15 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $13,856 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VANTAGEN, LLC Service code 13 · EIN 23-2932984 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Contract Administrator | $10,697 |
NORTHWEST BANK6 years Service code 26 · EIN 23-2790930 100 LIBERTY STREET · WARREN, PA 16365 | Advisory (Participants) | $9,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,137 | $60,323-41.8% | $81,812-57.1% | $74,495-52.8% |
| Participation rate | 66.1% | 62.9%+3.2pp | 72.3%-6.3pp | 67.2%-1.1pp |
| Annual return | 11.61% | 16.90%-5.3pp | 773.79%-762.2pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,406 | $2,620-46.4% | $2,912-51.7% | $2,623-46.4% |
| Participant deferral / active EE | $1,629 | $3,387-51.9% | $4,319-62.3% | $4,346-62.5% |
| Admin fee / account holder | $373 | $1,486-74.9% | $7,386-94.9% | $1,942-80.8% |