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 Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,269 |
STIFEL NICOLAUS & CO INC1+ years Filed as: STIFEL, NICOLAUS & COMPANY, INCORPO Service code 55 · EIN 43-0538770 1325 CHEROKEE ROAD · FLORENCE, SC 29501 | Other Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $87,841-100.0% | $133,980-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 87.1%-87.1pp | 69.3%-69.3pp |
| Annual return | 5.82% | 12.05%-6.2pp | 29.30%-23.5pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,045 | $3,483-70.0% | $5,211-80.0% | $2,281-54.2% |
| Participant deferral / active EE | $2,750 | $4,812-42.9% | $6,282-56.2% | $3,203-14.1% |
| Admin fee / account holder | $0 | $5,371-100.0% | $9,324-100.0% | $4,296-100.0% |