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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,544 |
TD AMERITRADE, INC.3+ years Service code 33 · EIN 82-0543156 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $582 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,053 | $64,909+63.4% | $82,313+28.8% | $62,292+70.3% |
| Participation rate | 66.1% | 74.9%-8.8pp | 76.9%-10.8pp | 69.5%-3.4pp |
| Annual return | 17.93% | 21.18%-3.3pp | 25.88%-8.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,446 | $1,676-13.7% | $2,428-40.4% | $2,042-29.2% |
| Participant deferral / active EE | $4,412 | $3,103+42.2% | $3,706+19.1% | $3,169+39.2% |
| Admin fee / account holder | $15 | $440-96.6% | $5,608-99.7% | $479-96.8% |