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 |
|---|---|---|
COUNTRY TRUST BANK2+ years Service code 15 1705 TOWANDA AVE. · BLOOMINGTON, IL 61702 | Recordkeeping | $4,361 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MGMT COMPANY Service code 52 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
DODGE & COX2+ years Service code 52 555 CALIFORNIA ST. · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
FEDERATED2+ years Filed as: FEDERATED INVESTORS, INC. Service code 52 1001 LIBERTY AVENUE · PITTSBURGH, PA 152223779 | Indirect Investment Fees | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 52 | Indirect Investment Fees | $0 |
Service code 52 345 PARK AVENUE · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 52 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2+ years Service code 52 PO BOX 2900 · VALLEY FORGE, PA 194822900 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,157 | $80,753-92.4% | $136,294-95.5% | $62,292-90.1% |
| Participation rate | 26.4% | 73.5%-47.1pp | 81.9%-55.5pp | 69.5%-43.1pp |
| Annual return | 16.50% | 35.83%-19.3pp | 5155.94%-5139.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $250 | $2,884-91.3% | $4,695-94.7% | $2,042-87.8% |
| Participant deferral / active EE | $1,083 | $5,164-79.0% | $6,247-82.7% | $3,169-65.8% |
| Admin fee / account holder | $97 | $525-81.6% | $9,243-99.0% | $479-79.8% |