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 |
|---|---|---|
BDO USA, LLP6 years Service code 12 501 RIVERSIDE AVE STE 800 · JACKSONVILLE, FL 32202 | Participant loan processing; Contract... | $8,074 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMEN PLAN SVS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 23510 | Recordkeeping Fees | $3,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,288 | $46,292-41.1% | $143,757-81.0% | $64,808-57.9% |
| Participation rate | 69.4% | 64.2%+5.2pp | 80.3%-10.9pp | 71.5%-2.1pp |
| Annual return | -14.09% | -10.05%-4.0pp | -0.04%-14.1pp | 32.82%-46.9pp |
| Employer contribution / active EE | $869 | $1,910-54.5% | $4,951-82.5% | $2,506-65.3% |
| Participant deferral / active EE | $1,569 | $2,646-40.7% | $5,637-72.2% | $4,310-63.6% |
| Admin fee / account holder | $6 | $154-96.3% | $14,673-100.0% | $188-97.0% |