See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
BEASLEY & COMPANY1 year Service code 13 · EIN 73-1412334 2626 EAST 21ST STREET · TULSA, OK 74114 | Contract Administrator | $4,731 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 62 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Float revenue; Recordkeeping fees | $2,265 |
AMERICAN FUNDS2+ years Filed as: CAPITAL BANK AND TRUST Service code 18 · EIN 95-6817943 P O BOX 6040 · INDIANAPOLIS, IN 46206 | Float revenue; Custodial (other than ... | $0 |
AMERICAN FUNDS2+ 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 BARNEY2+ 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 | $17,717 | $65,061-72.8% | $143,757-87.7% | $66,914-73.5% |
| Participation rate | 63.6% | 65.2%-1.5pp | 80.3%-16.7pp | 69.8%-6.2pp |
| Annual return | -12.57% | -11.14%-1.4pp | -0.04%-12.5pp | 1.58%-14.2pp |
| Employer contribution / active EE | $2,752 | $2,361+16.6% | $4,951-44.4% | $2,544+8.2% |
| Participant deferral / active EE | $3,967 | $2,919+35.9% | $5,637-29.6% | $4,237-6.4% |
| Admin fee / account holder | $50 | $502-90.0% | $14,673-99.7% | $593-91.6% |