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, LLC2 years Filed as: COE & VAN LOO CONSULTANTS INC DBA C Service code 99 4550 N 12TH ST · PHOENIX, AZ 85014 | Other Fees | $10,192 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,275 |
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 | $95,418 | $101,317-5.8% | $146,958-35.1% | $74,495+28.1% |
| Participation rate | 69.4% | 75.5%-6.1pp | 82.2%-12.7pp | 67.2%+2.2pp |
| Annual return | 12.98% | 8730.91%-8717.9pp | 418.34%-405.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,233 | $3,810-67.6% | $4,933-75.0% | $2,623-53.0% |
| Participant deferral / active EE | $5,036 | $7,303-31.0% | $8,070-37.6% | $4,346+15.9% |
| Admin fee / account holder | $102 | $1,739-94.1% | $12,998-99.2% | $1,942-94.7% |