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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,201 |
AMERICAN FUNDS1 year Filed as: HM CAPITAL MANAGEMENT LLC Service code 16 · EIN 20-3287389 | Consulting | $9,083 |
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 | $69,433 | $54,121+28.3% | $134,143-48.2% | $73,409-5.4% |
| Participation rate | 49.4% | 64.4%-14.9pp | 72.2%-22.7pp | 72.2%-22.7pp |
| Annual return | 16.64% | -312.52%+329.2pp | 36.33%-19.7pp | 59.29%-42.6pp |
| Employer contribution / active EE | $791 | $1,402-43.6% | $3,704-78.6% | $2,234-64.6% |
| Participant deferral / active EE | $2,816 | $2,844-1.0% | $3,499-19.5% | $3,805-26.0% |
| Admin fee / account holder | $110 | $132-17.2% | $6,684-98.4% | $158-30.6% |