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 FUNDS2+ years Service code 15 · EIN 95-6817943 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,139 | $48,076-70.6% | $78,689-82.0% | $62,891-77.5% |
| Participation rate | 33.7% | 65.2%-31.5pp | 73.6%-39.9pp | 69.3%-35.6pp |
| Annual return | 6.83% | 31.35%-24.5pp | 62.18%-55.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $908 | $2,588-64.9% | $3,517-74.2% | $3,203-71.7% |
| Admin fee / account holder | $12 | $3,207-99.6% | $4,510-99.7% | $4,296-99.7% |