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: PRIVATE CAPITAL GROUP LLC Service code 27 29 S MAIN ST · WEST HARTFORD, CT 06107 | Advisory (Plan) | $5,970 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,262 |
Employer 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 | $28,403 | $73,102-61.1% | $123,544-77.0% | $56,287-49.5% |
| Participation rate | 80.1% | 74.3%+5.8pp | 82.3%-2.2pp | 69.9%+10.3pp |
| Annual return | -5.38% | 3.01%-8.4pp | 119.20%-124.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $3 | $2,977-99.9% | $4,628-99.9% | $2,111-99.9% |
| Participant deferral / active EE | $4,414 | $5,423-18.6% | $6,426-31.3% | $3,350+31.8% |
| Admin fee / account holder | $51 | $554-90.8% | $9,284-99.5% | $521-90.2% |