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 37 · EIN 04-2647786 | Loan Processing | $47,482 |
AMERICAN FUNDS2 years Filed as: HM CAPITAL MANAGEMENT LLC Service code 27 · EIN 20-3287389 | Advisory (Plan) | $20,290 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $6,830 |
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 | $64,279 | $81,908-21.5% | $90,749-29.2% | $64,808-0.8% |
| Participation rate | 87.2% | 80.5%+6.7pp | 75.7%+11.5pp | 71.5%+15.7pp |
| Annual return | -19.46% | -12.53%-6.9pp | -12.16%-7.3pp | 32.82%-52.3pp |
| Employer contribution / active EE | $1,786 | $3,065-41.7% | $2,921-38.9% | $2,506-28.7% |
| Participant deferral / active EE | $4,057 | $4,840-16.2% | $4,564-11.1% | $4,310-5.9% |
| Admin fee / account holder | $272 | $157+73.2% | $8,445-96.8% | $188+45.0% |