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 | $27,344 |
AMERICAN FUNDS3 years Filed as: THE CAPITAL GROUP INV ADVISORY Service code 27 · EIN 46-4255096 | Advisory (Plan) | $16,116 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,595 | $91,407-80.8% | $135,903-87.1% | $71,457-75.4% |
| Participation rate | 83.9% | 75.7%+8.3pp | 81.9%+2.0pp | 67.9%+16.0pp |
| Annual return | 21.96% | 29.90%-7.9pp | 68.23%-46.3pp | 28.85%-6.9pp |
| Employer contribution / active EE | $1,447 | $3,703-60.9% | $4,856-70.2% | $2,588-44.1% |
| Participant deferral / active EE | $2,853 | $7,092-59.8% | $7,758-63.2% | $4,289-33.5% |
| Admin fee / account holder | $136 | $1,266-89.2% | $10,762-98.7% | $1,587-91.4% |