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 15 · EIN 35-0145825 | Recordkeeping | $3,419 |
AMERICAN FUNDS1 year Service code 15 · EIN 95-6817943 | Recordkeeping | $51 |
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 | $25,208 | $55,453-54.5% | $170,442-85.2% | $62,292-59.5% |
| Participation rate | 69.2% | 66.4%+2.9pp | 83.6%-14.4pp | 69.5%-0.3pp |
| Annual return | 16.18% | 21.38%-5.2pp | 205.93%-189.7pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,469 | $2,164-32.1% | $5,433-73.0% | $2,042-28.1% |
| Participant deferral / active EE | $1,518 | $2,303-34.1% | $4,939-69.3% | $3,169-52.1% |
| Admin fee / account holder | $24 | $455-94.8% | $13,880-99.8% | $479-95.1% |