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 RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $0 |
Filed as: MARTIN RETIREMENT SERVICES INC Service code 15 12 SOUTH SUMMIT AVE SUITE 320 · GAITHERSBURG, MD 20877 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,039 | $77,813-48.5% | $123,544-67.6% | $64,186-37.6% |
| Participation rate | 58.2% | 74.7%-16.5pp | 82.3%-24.1pp | 69.6%-11.3pp |
| Annual return | -2.57% | 12.48%-15.1pp | 119.20%-121.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,881 | $3,014-37.6% | $4,628-59.3% | $2,381-21.0% |
| Participant deferral / active EE | $4,576 | $5,240-12.7% | $6,426-28.8% | $3,470+31.9% |
| Admin fee / account holder | $21 | $5,519-99.6% | $9,284-99.8% | $4,888-99.6% |