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 8-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: CERTERA ADVISORS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $28,693 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $565 |
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 | $77,939 | $124,414-37.4% | $115,157-32.3% | $67,579+15.3% |
| Participation rate | 48.0% | 58.1%-10.0pp | 75.9%-27.9pp | 71.3%-23.2pp |
| Annual return | 24.41% | 29.40%-5.0pp | 35.60%-11.2pp | 378.56%-354.1pp |
| Employer contribution / active EE | $921 | $1,454-36.7% | $3,179-71.0% | $2,148-57.1% |
| Participant deferral / active EE | $2,165 | $2,331-7.1% | $4,168-48.1% | $3,539-38.8% |
| Admin fee / account holder | $205 | $361-43.4% | $7,088-97.1% | $142+43.8% |