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 |
|---|---|---|
Filed as: SOUTH EASTERN EMPLOYEE BENEFIT Service code 13 · EIN 20-5923747 1175 JOHN ST · WEST HENRIETTA, NY 145869102 | Contract Administrator | $1,350 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $688 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,774 | $72,607-56.2% | $90,749-65.0% | $66,914-52.5% |
| Participation rate | 50.0% | 73.7%-23.7pp | 75.7%-25.7pp | 69.8%-19.8pp |
| Annual return | -18.76% | -12.28%-6.5pp | -12.16%-6.6pp | 1.58%-20.3pp |
| Employer contribution / active EE | $1,585 | $2,369-33.1% | $2,921-45.7% | $2,544-37.7% |
| Participant deferral / active EE | $2,535 | $3,977-36.3% | $4,564-44.4% | $4,237-40.2% |
| Admin fee / account holder | $3 | $707-99.5% | $8,445-100.0% | $593-99.4% |