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 | $23,561 |
Filed as: NORTHEAST FINANCIAL GROUP INC Service code 27 2813 ROUTE 611 · TANNERSVILLE, PA 18372 | Advisory (Plan) | $15,588 |
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 | $29,260 | $86,922-66.3% | $102,438-71.4% | $80,874-63.8% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.6%+29.2pp |
| Annual return | 14.28% | 18.90%-4.6pp | 29.37%-15.1pp | 35.62%-21.3pp |
| Employer contribution / active EE | $1,892 | $2,369-20.2% | $3,024-37.4% | $2,756-31.4% |
| Participant deferral / active EE | $4,731 | $4,119+14.9% | $5,054-6.4% | $4,297+10.1% |
| Admin fee / account holder | $280 | $8,050-96.5% | $9,448-97.0% | $6,935-96.0% |