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 13 · EIN 42-0127290 | Contract Administrator | $59,826 |
AMERICAN FUNDS1 year Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 27 · EIN 46-4255096 | Advisory (Plan) | $29,510 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,717 | $93,571-5.2% | $135,903-34.7% | $75,163+18.0% |
| Participation rate | 85.9% | 75.2%+10.7pp | 81.9%+4.0pp | 67.2%+18.7pp |
| Annual return | 15.30% | 30.90%-15.6pp | 68.23%-52.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $3,596 | $3,537+1.7% | $4,856-26.0% | $2,670+34.7% |
| Participant deferral / active EE | $7,625 | $6,404+19.1% | $7,758-1.7% | $4,125+84.8% |
| Admin fee / account holder | $471 | $6,975-93.2% | $10,762-95.6% | $5,651-91.7% |