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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $15,820 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER ROD · WALTHAM, MA 024533483 | Advisory (Plan) | $13,133 |
Filed as: THE PARAGON ALLIANCE GROUP Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 189642139 | Contract Administrator | $6,110 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,970 | $99,957-80.0% | $149,696-86.7% | $73,488-72.8% |
| Participation rate | 70.9% | 75.7%-4.8pp | 82.5%-11.5pp | 70.7%+0.3pp |
| Annual return | 15.13% | 53.87%-38.7pp | 276.60%-261.5pp | 28.51%-13.4pp |
| Employer contribution / active EE | $623 | $3,191-80.5% | $4,644-86.6% | $2,270-72.6% |
| Participant deferral / active EE | $3,068 | $6,073-49.5% | $6,842-55.2% | $3,740-18.0% |
| Admin fee / account holder | $217 | $551-60.6% | $9,309-97.7% | $513-57.8% |