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 4-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 |
|---|---|---|
CDP FINANCIAL GROUP, LLC2 years Service code 26 · EIN 45-4149114 26 W. DRY CREEK CIR. #460 · LITTLETON, CO 80120 | Advisory (Participants) | $25,887 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 926184518 | Recordkeeping Fees | $5,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,231 | $53,053+17.3% | $126,539-50.8% | $74,304-16.2% |
| Participation rate | 65.4% | 48.0%+17.3pp | 69.8%-4.5pp | 60.3%+5.0pp |
| Annual return | 27.77% | 29.46%-1.7pp | 425.95%-398.2pp | 29.43%-1.7pp |
| Employer contribution / active EE | $3,513 | $1,168+200.9% | $3,674-4.4% | $2,241+56.8% |
| Participant deferral / active EE | $5,666 | $2,303+146.0% | $4,083+38.8% | $3,767+50.4% |
| Admin fee / account holder | $199 | $3,698-94.6% | $6,065-96.7% | $2,969-93.3% |