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 |
|---|---|---|
SECURITIES AMERICA INC4 years Filed as: SECURITIES AMERICA ADVISORS INC Service code 99 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Other Fees | $16,328 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 64550IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $12,937 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 1102 CHESTNUT HILLS PKWY · FORT WAYNE, IN 468148728 | Contract Administrator | $9,075 |
RETIREMENT STRATEGIES, INC.2 years Filed as: RETIREMENT STRATEGIES INC Service code 13 229 FURY'S FERRY RD STE 131 · AUGUSTA, GA 309074727 | Contract Administrator | $4,241 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,774 | $69,362-71.5% | $101,248-80.5% | $73,488-73.1% |
| Participation rate | 91.2% | 68.4%+22.8pp | 75.8%+15.4pp | 70.7%+20.5pp |
| Annual return | 17.57% | 18.46%-0.9pp | 46.47%-28.9pp | 28.51%-10.9pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,320 | $3,300+30.9% | $4,370-1.2% | $3,740+15.5% |
| Admin fee / account holder | $171 | $704-75.7% | $5,945-97.1% | $513-66.6% |