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 9-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 FUNDS6 years Filed as: HM CAPITAL MANAGEMENT LLC Service code 27 · EIN 20-3287389 | Advisory (Plan) | $18,983 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,083 |
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,914 | $86,655-74.7% | $119,609-81.7% | $66,914-67.3% |
| Participation rate | 87.8% | 75.6%+12.2pp | 79.3%+8.5pp | 69.8%+18.0pp |
| Annual return | -16.82% | -8.00%-8.8pp | -14.97%-1.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $597 | $2,536-76.5% | $4,232-85.9% | $2,544-76.5% |
| Participant deferral / active EE | $2,843 | $4,358-34.8% | $5,602-49.3% | $4,237-32.9% |
| Admin fee / account holder | $124 | $755-83.6% | $10,323-98.8% | $593-79.1% |