See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 16 6903 ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Consulting | $19,539 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $18,323 |
BRINKER CAPITAL4+ years Filed as: BRINKER CAPITAL, INC Service code 28 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $11,860 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $39,359 | $73,102-46.2% | $123,544-68.1% | $56,287-30.1% |
| Participation rate | 45.7% | 74.3%-28.6pp | 82.3%-36.5pp | 69.9%-24.1pp |
| Annual return | -6.75% | 3.01%-9.8pp | 119.20%-125.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,577 | $5,423-15.6% | $6,426-28.8% | $3,350+36.7% |
| Admin fee / account holder | $497 | $554-10.2% | $9,284-94.6% | $521-4.6% |