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 5-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 FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 37 · EIN 95-1411037 | Loan Processing | $1,525 |
LPL FINANCIAL2+ years Filed as: LPL FIN CORP C/O JIM STEFFEN Service code 63 · EIN 95-2834236 | 12b-1 Fees | $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 | $23,549 | $36,916-36.2% | $156,549-85.0% | $57,658-59.2% |
| Participation rate | 53.2% | 63.4%-10.2pp | 84.0%-30.8pp | 70.2%-17.0pp |
| Annual return | 11.25% | 12.38%-1.1pp | 32.23%-21.0pp | 5.13%+6.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,164 | $1,926+12.4% | $4,871-55.6% | $3,061-29.3% |
| Admin fee / account holder | $5 | $82-93.8% | $13,027-100.0% | $95-94.6% |