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 RESEARCH & MANAGEMENT CO Service code 15 P.O. BOX 6040 · INDIANAPOLIS, IN 462402482 | Recordkeeping | $550 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,045 | $49,138-79.6% | $84,015-88.0% | $65,185-84.6% |
| Participation rate | 38.7% | 60.7%-22.0pp | 69.0%-30.3pp | 70.2%-31.5pp |
| Annual return | 34.57% | 23.00%+11.6pp | 71.31%-36.7pp | 29.38%+5.2pp |
| Employer contribution / active EE | $284 | $914-68.9% | $1,983-85.7% | $2,177-87.0% |
| Participant deferral / active EE | $1,284 | $2,397-46.4% | $3,239-60.4% | $3,514-63.5% |
| Admin fee / account holder | $10 | $543-98.1% | $6,101-99.8% | $847-98.8% |