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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.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $25,415 |
SECURITIES AMERICA INC2 years Filed as: BB&T SECURITIES LLC Service code 27 901 E BYRD ST · RICHMOND, VA 23219 | Advisory (Plan) | $24,208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,346 | $88,122-50.8% | $141,162-69.3% | $67,579-35.9% |
| Participation rate | 35.8% | 76.5%-40.7pp | 82.5%-46.7pp | 71.3%-35.5pp |
| Annual return | 24.26% | 75.40%-51.1pp | 71.39%-47.1pp | 378.56%-354.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,407 | $5,958-42.8% | $6,709-49.2% | $3,539-3.7% |
| Admin fee / account holder | $227 | $131+73.1% | $10,261-97.8% | $142+59.2% |