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 FUNDS3 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 MANAGEMENT3 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 | $49,546 | $63,114-21.5% | $92,893-46.7% | $65,185-24.0% |
| Participation rate | 42.2% | 68.8%-26.6pp | 76.0%-33.8pp | 70.2%-28.0pp |
| Annual return | 23.63% | 28.75%-5.1pp | 109.41%-85.8pp | 29.38%-5.8pp |
| Employer contribution / active EE | $1,321 | $2,571-48.6% | $3,653-63.8% | $2,177-39.3% |
| Participant deferral / active EE | $2,199 | $3,108-29.2% | $4,236-48.1% | $3,514-37.4% |
| Admin fee / account holder | $19 | $624-96.9% | $5,794-99.7% | $847-97.7% |