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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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $81,947 |
UBS FINANCIAL SERVICES INC6 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $67,500 |
SANCTUARY ADVISORS, LLC1 year Filed as: SANCTUARY ADVISORS LLC Service code 99 250 W 96TH ST STE 300 · INDIANAPOLIS, IN 46260 | Other Fees | $22,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,519 | $136,266-67.3% | $90,749-50.9% | $77,904-42.9% |
| Participation rate | 42.9% | 86.6%-43.7pp | 75.7%-32.8pp | 73.7%-30.8pp |
| Annual return | -16.32% | -11.32%-5.0pp | -12.16%-4.2pp | 12.21%-28.5pp |
| Employer contribution / active EE | $980 | $4,215-76.7% | $2,921-66.4% | $2,848-65.6% |
| Participant deferral / active EE | $1,790 | $6,353-71.8% | $4,564-60.8% | $4,806-62.7% |
| Admin fee / account holder | $179 | $399-55.2% | $8,445-97.9% | $133+34.9% |