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 year Filed as: CAPITAL BANK & TRUST Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $275 |
MEHMETI, JAMES1 year Service code 26 601 LEXINGTON AVE · NEW YORK, NY 10022 | Advisory (Participants) | $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 | $81,936 | $51,466+59.2% | $78,778+4.0% | $62,292+31.5% |
| Participation rate | 39.7% | 59.8%-20.0pp | 69.2%-29.4pp | 69.5%-29.8pp |
| Annual return | 19.86% | 19.96%-0.1pp | 35.62%-15.8pp | 28.90%-9.0pp |
| Employer contribution / active EE | $358 | $827-56.8% | $1,986-82.0% | $2,042-82.5% |
| Participant deferral / active EE | $2,340 | $2,147+9.0% | $2,958-20.9% | $3,169-26.1% |
| Admin fee / account holder | $92 | $489-81.3% | $5,134-98.2% | $479-80.9% |