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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $34,130 |
EMBREE FINANCIAL GROUP4 years Service code 27 440 N WELLS STE 530 · CHICAGO, IL 60654 | Advisory (Plan) | $33,869 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,489 | $64,286+8.1% | $90,951-23.6% | $73,409-5.3% |
| Participation rate | 36.2% | 63.6%-27.4pp | 69.0%-32.8pp | 72.2%-35.9pp |
| Annual return | 12.36% | 21.45%-9.1pp | 134.60%-122.2pp | 59.29%-46.9pp |
| Employer contribution / active EE | $174 | $895-80.5% | $2,122-91.8% | $2,234-92.2% |
| Participant deferral / active EE | $1,110 | $2,453-54.8% | $3,373-67.1% | $3,805-70.8% |
| Admin fee / account holder | $233 | $287-18.9% | $5,959-96.1% | $158+47.5% |