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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $107,802 |
AMERICAN FUNDS2 years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $30,882 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,330 | $93,131-24.5% | $106,548-34.0% | $86,799-19.0% |
| Participation rate | 55.0% | 81.4%-26.4pp | 76.1%-21.1pp | 72.3%-17.3pp |
| Annual return | 10.51% | 19.45%-8.9pp | 26.80%-16.3pp | 97.91%-87.4pp |
| Employer contribution / active EE | $409 | $2,895-85.9% | $2,819-85.5% | $2,405-83.0% |
| Participant deferral / active EE | $2,319 | $4,708-50.8% | $4,398-47.3% | $4,131-43.9% |
| Admin fee / account holder | $416 | $145+186.7% | $7,407-94.4% | $170+145.4% |