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 |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $26,213 |
NOVEM GROUP5 years Filed as: NOVEM GROUP INC Service code 27 350 LINDEN OAKS STE 140 · ROCHESTER, NY 14625 | Advisory (Plan) | $21,905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,505 | $101,317-69.9% | $146,958-79.2% | $74,495-59.1% |
| Participation rate | 69.3% | 75.5%-6.3pp | 82.2%-12.9pp | 67.2%+2.1pp |
| Annual return | 11.78% | 8730.91%-8719.1pp | 418.34%-406.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,325 | $3,810-65.2% | $4,933-73.1% | $2,623-49.5% |
| Participant deferral / active EE | $3,733 | $7,303-48.9% | $8,070-53.7% | $4,346-14.1% |
| Admin fee / account holder | $253 | $1,739-85.4% | $12,998-98.1% | $1,942-87.0% |