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 FUNDS6+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $0 |
CITIGROUP GLOBAL MARKETS INC6+ years Filed as: CITIGROUP GLOBAL MARKETS Service code 27 1 COURT SQ · LONG ISLAND CITY, NY 11101 | Advisory (Plan) | $0 |
QBI, LLC6+ years Filed as: QBI LLC Service code 13 21031 VENTURA BLVD · WOODLAND HILLS, CA 91364 | Contract Administrator | $0 |
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 | $38,508 | $78,419-50.9% | $133,956-71.3% | $73,409-47.5% |
| Participation rate | 62.8% | 78.6%-15.8pp | 79.8%-17.0pp | 72.2%-9.3pp |
| Annual return | 18.48% | 33.35%-14.9pp | 45.09%-26.6pp | 59.29%-40.8pp |
| Employer contribution / active EE | $654 | $2,044-68.0% | $3,919-83.3% | $2,234-70.7% |
| Participant deferral / active EE | $2,232 | $3,925-43.1% | $5,048-55.8% | $3,805-41.3% |
| Admin fee / account holder | $11 | $161-92.9% | $8,927-99.9% | $158-92.8% |