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 9-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 |
|---|---|---|
KORNERSTONE, INC.2 years Filed as: KORNERSTONE INC DBA Service code 27 PO BOX 6189 · CHICO, CA 95927 | Advisory (Plan) | $10,860 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SER Service code 27 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Advisory (Plan) | $8,027 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $28,706 | $70,908-59.5% | $98,907-71.0% | $73,488-60.9% |
| Participation rate | 60.9% | 73.8%-12.9pp | 76.0%-15.2pp | 70.7%-9.8pp |
| Annual return | 4.72% | 34.17%-29.4pp | 196.43%-191.7pp | 28.51%-23.8pp |
| Employer contribution / active EE | $1,358 | $2,036-33.3% | $2,689-49.5% | $2,270-40.2% |
| Participant deferral / active EE | $1,940 | $3,500-44.6% | $4,244-54.3% | $3,740-48.1% |
| Admin fee / account holder | $227 | $535-57.5% | $6,642-96.6% | $513-55.7% |