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 3-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 |
|---|---|---|
GREEN HASSON JANKS1 year Service code 10 · EIN 95-1777440 | Accounting | $7,500 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,436 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $75,590 | $77,634-2.6% | $156,549-51.7% | $62,891+20.2% |
| Participation rate | 87.5% | 71.2%+16.3pp | 84.0%+3.5pp | 69.3%+18.2pp |
| Annual return | 6.29% | 50.32%-44.0pp | 32.23%-25.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $3,213 | $3,444-6.7% | $5,501-41.6% | $2,281+40.9% |
| Participant deferral / active EE | $3,211 | $3,045+5.4% | $4,871-34.1% | $3,203+0.2% |
| Admin fee / account holder | -$123 | $5,561-102.2% | $13,027-100.9% | $4,296-102.9% |