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 |
|---|---|---|
SA STONE WEALTH MANAGEMENT2 years Service code 27 2 PERIMETER PARK S STE 500W · BIERMINGHAM, AL 35243 | Advisory (Plan) | $91,188 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $27,073 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $305,700 | $86,655+252.8% | $119,609+155.6% | $66,914+356.9% |
| Participation rate | 94.7% | 75.6%+19.2pp | 79.3%+15.5pp | 69.8%+24.9pp |
| Annual return | -17.34% | -8.00%-9.3pp | -14.97%-2.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $14,207 | $2,536+460.2% | $4,232+235.7% | $2,544+458.4% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $753 | $755-0.2% | $10,323-92.7% | $593+26.9% |