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 CO Service code 15 · EIN 95-6817943 | Recordkeeping | $1,850 |
OHIO NATIONAL LIFE INSURANCE CO2+ years Filed as: OHIO NATIONAL LIFE INSURANCE CO. Service code 15 · EIN 31-0397080 | Recordkeeping | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,160 | $56,897+47.9% | $84,750-0.7% | $62,891+33.8% |
| Participation rate | 66.7% | 68.5%-1.9pp | 76.6%-9.9pp | 69.3%-2.6pp |
| Annual return | 10.97% | 6.30%+4.7pp | 22.78%-11.8pp | 20.14%-9.2pp |
| Employer contribution / active EE | $687 | $2,400-71.4% | $3,574-80.8% | $2,281-69.9% |
| Participant deferral / active EE | $2,758 | $2,709+1.8% | $3,712-25.7% | $3,203-13.9% |
| Admin fee / account holder | $26 | $3,581-99.3% | $5,332-99.5% | $4,296-99.4% |