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 FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $350 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 · EIN 26-4310632 | Other Services | $19 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,455 | $54,320-9.0% | $67,652-26.9% | $52,331-5.5% |
| Participation rate | 33.3% | 73.6%-40.3pp | 75.7%-42.3pp | 68.1%-34.8pp |
| Annual return | -0.69% | 6.81%-7.5pp | 6625.04%-6625.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $787 | $1,544-49.0% | $2,266-65.3% | $1,882-58.2% |
| Participant deferral / active EE | $1,218 | $2,950-58.7% | $3,560-65.8% | $3,022-59.7% |
| Admin fee / account holder | $6 | $527-98.8% | $4,821-99.9% | $592-98.9% |