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 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,787 |
FPA FUNDS TRUST1 year Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,092 | $84,487-14.7% | $125,339-42.5% | $66,914+7.7% |
| Participation rate | 67.2% | 76.4%-9.2pp | 82.4%-15.2pp | 69.8%-2.6pp |
| Annual return | -16.64% | -8.39%-8.3pp | 572.05%-588.7pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,082 | $3,553-69.5% | $4,814-77.5% | $2,544-57.5% |
| Participant deferral / active EE | $4,462 | $6,781-34.2% | $7,446-40.1% | $4,237+5.3% |
| Admin fee / account holder | $66 | $685-90.3% | $10,010-99.3% | $593-88.8% |