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 |
|---|---|---|
COE ADMINISTRATORS, LLC1 year Filed as: COE & VAN LOO CONSULTANTS INC DBA C Service code 99 4550 N 12TH ST · PHOENIX, AZ 85014 | Other Fees | $14,827 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,300 |
FPA FUNDS TRUST2 years Service code 33 | Securities brokerage | $0 |
Filed as: SCHWAB Service code 33 | Securities brokerage | $0 |
Filed as: SCHWAB, INC. 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,115 | $91,407-1.4% | $135,903-33.7% | $71,457+26.1% |
| Participation rate | 69.8% | 75.7%-5.8pp | 81.9%-12.1pp | 67.9%+1.9pp |
| Annual return | 16.82% | 29.90%-13.1pp | 68.23%-51.4pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,215 | $3,703-67.2% | $4,856-75.0% | $2,588-53.0% |
| Participant deferral / active EE | $4,825 | $7,092-32.0% | $7,758-37.8% | $4,289+12.5% |
| Admin fee / account holder | $151 | $1,266-88.1% | $10,762-98.6% | $1,587-90.5% |