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 25 · EIN 95-1411037 | Directed Trustee | $5,262 |
Service code 37 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Loan Processing | $3,390 |
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.
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 | $26,918 | $69,305-61.2% | $82,313-67.3% | $69,631-61.3% |
| Participation rate | 59.4% | 80.3%-20.8pp | 76.9%-17.5pp | 70.7%-11.3pp |
| Annual return | 17.62% | 21.47%-3.8pp | 25.88%-8.3pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $574 | $1,887-69.6% | $2,428-76.4% | $2,032-71.8% |
| Participant deferral / active EE | $1,328 | $3,568-62.8% | $3,706-64.2% | $3,224-58.8% |
| Admin fee / account holder | $27 | $97-71.9% | $5,608-99.5% | $110-75.3% |