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 |
|---|---|---|
QUALIFIED PLAN SOLUTIONS LC1+ years Service code 15 · EIN 05-0538699 | Recordkeeping | $525 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 15 · EIN 95-1411037 | Recordkeeping | $175 |
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.
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 | $54,649 | $31,109+75.7% | $67,711-19.3% | $52,331+4.4% |
| Participation rate | 9.4% | 54.0%-44.6pp | 67.5%-58.1pp | 68.1%-58.7pp |
| Annual return | -1.47% | 23.70%-25.2pp | 25.41%-26.9pp | 4.54%-6.0pp |
| Employer contribution / active EE | $231 | $1,076-78.5% | $2,559-91.0% | $1,882-87.7% |
| Participant deferral / active EE | $358 | $1,970-81.8% | $3,585-90.0% | $3,022-88.1% |
| Admin fee / account holder | $44 | $466-90.6% | $4,255-99.0% | $592-92.6% |