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 FUNDS1 year Filed as: HM CAPITAL MANAGEMENT, LLC Service code 16 · EIN 20-3287389 | Consulting | $12,779 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,332 | $62,723+32.9% | $142,863-41.7% | $86,799-4.0% |
| Participation rate | 47.7% | 62.6%-14.9pp | 71.9%-24.3pp | 72.3%-24.6pp |
| Annual return | 16.60% | 17.62%-1.0pp | 5637.54%-5620.9pp | 97.91%-81.3pp |
| Employer contribution / active EE | $843 | $1,627-48.2% | $4,144-79.7% | $2,405-65.0% |
| Participant deferral / active EE | $3,148 | $3,039+3.6% | $3,837-18.0% | $4,131-23.8% |
| Admin fee / account holder | $103 | $140-26.0% | $6,560-98.4% | $170-39.1% |