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 |
|---|---|---|
CAPITAL GUARDIAN1+ years Filed as: CAPITAL GUARDIAN LLC Service code 55 1355 GREENWOOD CLIFF · CHARLOTTE, NC 28204 | Other Commissions | $25,095 |
TRINITY PENSION GROUP, LLC1+ years Filed as: TRINITY PENSION GROUP Service code 13 4196 MENDENHALL OAKS PKWY · HIGH POINT, NC 27265 | Contract Administrator | $6,274 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $344 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $84 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,945 | $50,498-70.4% | $75,781-80.3% | $55,191-72.9% |
| Participation rate | 88.8% | 69.4%+19.3pp | 75.8%+12.9pp | 69.2%+19.6pp |
| Annual return | 1.23% | 1.80%-0.6pp | 9.68%-8.4pp | 10.78%-9.5pp |
| Employer contribution / active EE | $633 | $2,291-72.4% | $3,323-81.0% | $1,899-66.7% |
| Participant deferral / active EE | $1,208 | $2,589-53.4% | $3,651-66.9% | $3,046-60.4% |
| Admin fee / account holder | $26 | $123-78.5% | $5,299-99.5% | $91-70.9% |