See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $418 |
THE BENEFIT ADVANTAGE, INC.1+ years Filed as: THE BENEFIT ADVANTAGE INC Service code 10 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Accounting | $100 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $1,494 | $31,109-95.2% | $67,711-97.8% | $52,331-97.1% |
| Participation rate | 54.5% | 54.0%+0.5pp | 67.5%-13.1pp | 68.1%-13.6pp |
| Annual return | 0.00% | 23.70%-23.7pp | 25.41%-25.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $89 | $1,076-91.7% | $2,559-96.5% | $1,882-95.3% |
| Participant deferral / active EE | $880 | $1,970-55.3% | $3,585-75.4% | $3,022-70.9% |
| Admin fee / account holder | $7 | $466-98.4% | $4,255-99.8% | $592-98.8% |