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 FUNDS5+ years Filed as: HM CAPITAL MANAGEMENT ,LLC Service code 16 · EIN 20-3287389 | Consulting | $11,643 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $58,584 | $47,648+23.0% | $130,648-55.2% | $67,579-13.3% |
| Participation rate | 47.4% | 60.4%-13.0pp | 71.7%-24.3pp | 71.3%-23.9pp |
| Annual return | 27.28% | 25.73%+1.6pp | 1708.96%-1681.7pp | 378.56%-351.3pp |
| Employer contribution / active EE | $954 | $1,408-32.2% | $4,092-76.7% | $2,148-55.6% |
| Participant deferral / active EE | $2,560 | $2,616-2.1% | $3,603-28.9% | $3,539-27.7% |
| Admin fee / account holder | $108 | $105+2.9% | $5,464-98.0% | $142-24.0% |