See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BETO FINANCIAL GROUP LLC2 years Service code 27 · EIN 45-2438170 390 E. PARKCENTER BLVD, STE 100A · BOISE, ID 83706 | Advisory (Plan) | $44,985 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $895 |
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 | $113,127 | $65,061+73.9% | $143,757-21.3% | $66,914+69.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -13.67% | -11.14%-2.5pp | -0.04%-13.6pp | 1.58%-15.2pp |
| Employer contribution / active EE | $6,229 | $2,361+163.9% | $4,951+25.8% | $2,544+144.8% |
| Participant deferral / active EE | $3,310 | $2,919+13.4% | $5,637-41.3% | $4,237-21.9% |
| Admin fee / account holder | $300 | $502-40.3% | $14,673-98.0% | $593-49.5% |