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 FUNDS1+ years Filed as: THE CAPITAL CREATION CORP Service code 16 533 W VALHALLA TERRACE · VERNON, IL 60061 | Consulting | $34,526 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Float rev... | $3,487 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $52 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 | Securities brokerage; Securities brok... | $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 | $63,826 | $52,903+20.6% | $73,307-12.9% | $59,632+7.0% |
| Participation rate | 66.3% | 68.2%-2.0pp | 74.9%-8.7pp | 68.7%-2.4pp |
| Annual return | 0.18% | 12.20%-12.0pp | 5.67%-5.5pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,866 | $4,069+19.6% | $4,991-2.5% | $3,192+52.5% |
| Admin fee / account holder | $16 | $3,834-99.6% | $5,637-99.7% | $4,297-99.6% |