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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,562 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 · EIN 26-4310632 | Other Services | $14 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $60,123 | $63,299-5.0% | $91,001-33.9% | $62,292-3.5% |
| Participation rate | 68.3% | 73.3%-5.0pp | 75.6%-7.3pp | 69.5%-1.2pp |
| Annual return | 13.79% | 20.99%-7.2pp | 4.60%+9.2pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,782 | $1,807-1.4% | $2,456-27.4% | $2,042-12.7% |
| Participant deferral / active EE | $2,734 | $2,943-7.1% | $3,547-22.9% | $3,169-13.7% |
| Admin fee / account holder | $27 | $468-94.2% | $5,417-99.5% | $479-94.4% |