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+ years Filed as: CAPITAL BANK AND TRUST Service code 15 P.O. BOX 6040 · INDIANAPOLIS, ID 462066040 | Recordkeeping | $2,455 |
CHAD M. BOREMAN1+ years Filed as: CHAD A. ROLAND Service code 27 16201 EAST INDIANA AVE., STE. 1750 · SPOKANE VALLEY, WA 99216 | Advisory (Plan) | $0 |
PROFESSIONAL BENEFIT SERVICES1+ years Service code 49 · EIN 93-0998477 1193 ROYVONNE AVE S, SUITE 22 · SALEM, OR 97302 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $11,167 | $41,854-73.3% | $73,843-84.9% | $52,331-78.7% |
| Participation rate | 16.3% | 66.2%-49.9pp | 73.4%-57.1pp | 68.1%-51.8pp |
| Annual return | 75.21% | 2.11%+73.1pp | 2267.84%-2192.6pp | 4.54%+70.7pp |
| Employer contribution / active EE | $220 | $1,920-88.5% | $2,787-92.1% | $1,882-88.3% |
| Participant deferral / active EE | $611 | $2,498-75.6% | $3,583-83.0% | $3,022-79.8% |
| Admin fee / account holder | $15 | $493-96.9% | $4,880-99.7% | $592-97.4% |