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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 1100 SUPERIOR AVE SUITE 1700 · CLEVELAND, OH 44144 | Advisory (Plan) | $14,045 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 95-1411037 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $500 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,192 | $69,763-46.7% | $67,502-44.9% | $74,495-50.1% |
| Participation rate | 65.0% | 71.4%-6.3pp | 72.9%-7.8pp | 67.2%-2.2pp |
| Annual return | 16.61% | -40.34%+56.9pp | 3512.12%-3495.5pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,361 | $3,636-35.1% | $4,000-41.0% | $4,346-45.7% |
| Admin fee / account holder | $6 | $896-99.4% | $3,998-99.9% | $1,942-99.7% |