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 4-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+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 62 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 82618 | Float revenue; Recordkeeping fees | $575 |
AMERICAN FUNDS1+ years Filed as: CAPITAL BANK AND TRUST Service code 18 · EIN 95-6817943 P O BOX 6040 · INDIANAPOLIS, IN 46206 | Custodial (other than securities); Fl... | $0 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 · EIN 95-1411037 333 S. HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 26 · EIN 51-0116113 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Participants) | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,810 | $61,156-74.1% | $185,823-91.5% | $79,386-80.1% |
| Participation rate | 61.5% | 66.6%-5.1pp | 81.7%-20.2pp | 70.7%-9.2pp |
| Annual return | 0.00% | 19.45%-19.4pp | 122.05%-122.1pp | 116.85%-116.9pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,422 | $2,789-49.0% | $5,568-74.5% | $4,046-64.8% |
| Admin fee / account holder | $10 | $710-98.6% | $16,237-99.9% | $626-98.4% |