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: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $8,684 |
GOLD GERSEIN GROUP, LLC2 years Service code 10 · EIN 26-3584493 | Accounting | $5,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,435 | $69,159+14.9% | $125,175-36.5% | $67,579+17.5% |
| Participation rate | 90.2% | 78.2%+12.0pp | 79.8%+10.4pp | 71.3%+18.9pp |
| Annual return | 20.68% | 27.12%-6.4pp | 43.79%-23.1pp | 378.56%-357.9pp |
| Employer contribution / active EE | $516 | $2,023-74.5% | $3,865-86.6% | $2,148-76.0% |
| Participant deferral / active EE | $2,567 | $3,700-30.6% | $4,937-48.0% | $3,539-27.5% |
| Admin fee / account holder | $28 | $142-80.3% | $9,702-99.7% | $142-80.4% |