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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,308 |
EMBARCADERO FINANCIAL GROUP6 years Service code 27 1 EMBARCADERO CTR STE 1540 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $15,309 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,847 | $29,667-9.5% | $56,441-52.4% | $80,874-66.8% |
| Participation rate | 48.9% | 41.7%+7.2pp | 52.5%-3.6pp | 67.6%-18.8pp |
| Annual return | 12.91% | 35.22%-22.3pp | 1704.21%-1691.3pp | 35.62%-22.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,675 | $1,227+36.6% | $1,953-14.2% | $4,297-61.0% |
| Admin fee / account holder | $257 | $2,429-89.4% | $2,829-90.9% | $6,935-96.3% |