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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $17,667 |
V WEALTH MANAGEMENT LLC3 years Filed as: V. WEALTH MANAGEMENT LLC Service code 27 6800 COLLEGE BLVD. STE. 200 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $11,820 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF IL., INC Service code 13 456 FULTON ST. STE 345 · PEORIA, IL 61602 | Contract Administrator | $1,330 |
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,394 | $58,879-77.3% | $178,490-92.5% | $73,488-81.8% |
| Participation rate | 99.4% | 66.2%+33.2pp | 81.9%+17.5pp | 70.7%+28.7pp |
| Annual return | 16.92% | 24.86%-7.9pp | 151.07%-134.1pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,313 | $2,236-41.3% | $5,011-73.8% | $2,270-42.1% |
| Participant deferral / active EE | $428 | $2,567-83.3% | $5,202-91.8% | $3,740-88.5% |
| Admin fee / account holder | $127 | $400-68.3% | $13,984-99.1% | $513-75.3% |