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: CYPRESS CAPITAL ADVISORS, LLC Service code 27 105 CONTINENTAL PL, STE 150 · BRENTWOOD, TN 37027 | Advisory (Plan) | $12,507 |
FORUS INC DBA FORUSALL1 year Service code 27 665 THIRD ST STE 400 · SAN FRANCISCO, CA 94107 | Advisory (Plan) | $4,179 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MGMT CO, INC. Service code 64 333 SOUTH HOPE STREET · LOST ANGELES, CA 90071 | Recordkeeping Fees | $2,860 |
AVINTUS1 year Service code 13 · EIN 04-3682160 113 SEABOARD LN, STE B150 · FRANKLIN, TN 37067 | Contract Administrator | $950 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,151 | $44,221-2.4% | $121,196-64.4% | $56,287-23.3% |
| Participation rate | 92.5% | 61.1%+31.4pp | 71.7%+20.8pp | 69.9%+22.6pp |
| Annual return | -4.25% | -3.58%-0.7pp | 16.93%-21.2pp | -9.96%+5.7pp |
| Employer contribution / active EE | $3,022 | $1,480+104.2% | $4,022-24.9% | $2,111+43.1% |
| Participant deferral / active EE | $4,680 | $2,521+85.6% | $3,344+39.9% | $3,350+39.7% |
| Admin fee / account holder | $132 | $480-72.6% | $5,019-97.4% | $521-74.7% |