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 Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 13 · EIN 95-6817943 12711 N MERIDIAN STREET · CARMEL, IN 462066040 | Contract Administrator | $0 |
RBC WEALTH MANAGEMENT2 years Service code 27 60 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $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 | $34,281 | $55,449-38.2% | $83,848-59.1% | $56,287-39.1% |
| Participation rate | 42.2% | 68.0%-25.8pp | 76.1%-33.9pp | 69.9%-27.7pp |
| Annual return | -6.47% | -1.38%-5.1pp | 850.88%-857.3pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,291 | $2,430-46.9% | $3,631-64.4% | $2,111-38.8% |
| Participant deferral / active EE | $2,212 | $2,935-24.7% | $4,082-45.8% | $3,350-34.0% |
| Admin fee / account holder | $5 | $656-99.2% | $5,478-99.9% | $521-99.0% |