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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT Service code 64 · EIN 20-3691658 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,893 |
SYNOVUS TRUST COMPANY1 year Filed as: SYNOVUS SECURITIES INC Service code 27 1137 1ST AVE 2ND FL · COLUMBUS, GA 31901 | Advisory (Plan) | $5,831 |
Filed as: DYATECH Service code 13 · EIN 64-0936231 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 391576035 | Contract Administrator | $2,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,957 | $100,227-83.1% | $169,993-90.0% | $74,419-77.2% |
| Participation rate | 44.7% | 87.3%-42.7pp | 87.0%-42.3pp | 70.7%-26.1pp |
| Annual return | 63.85% | 66.08%-2.2pp | 53.37%+10.5pp | 34.38%+29.5pp |
| Employer contribution / active EE | $1,780 | $4,263-58.3% | $6,785-73.8% | $2,637-32.5% |
| Participant deferral / active EE | $3,103 | $7,143-56.6% | $10,408-70.2% | $4,528-31.5% |
| Admin fee / account holder | $87 | $234-63.0% | $12,815-99.3% | $348-75.0% |