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 FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 13 PO BOX 6040 · INDIANAPOLIS, IN 462066040 | Contract Administrator | $2,365 |
Filed as: PENTEC PENSION MGT GROUP INC. Service code 64 · EIN 75-2776689 | Recordkeeping Fees | $0 |
UBS FINANCIAL SERVICES INC2+ years Service code 26 1700 W WALL ST · MIDLAND, TX 797016579 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,055 | $61,616-5.8% | $105,722-45.1% | $55,167+5.2% |
| Participation rate | 43.7% | 72.9%-29.2pp | 78.9%-35.2pp | 69.0%-25.3pp |
| Annual return | 7.20% | 11.15%-3.9pp | 12.25%-5.1pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,337 | $3,043-56.1% | $4,079-67.2% | $1,963-31.9% |
| Participant deferral / active EE | $1,978 | $4,213-53.0% | $5,326-62.8% | $3,054-35.2% |
| Admin fee / account holder | $20 | $379-94.8% | $8,308-99.8% | $504-96.1% |