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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $0 |
Filed as: SOUTH EASTERN EMPLOYEE BENEFIT Service code 13 · EIN 20-5923747 1175 JOHN ST · WEST HENRIETTA, NY 145869102 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $39,649 | $71,516-44.6% | $98,439-59.7% | $71,457-44.5% |
| Participation rate | 45.1% | 72.7%-27.6pp | 75.2%-30.1pp | 67.9%-22.9pp |
| Annual return | 17.74% | 32.41%-14.7pp | 21.16%-3.4pp | 28.85%-11.1pp |
| Employer contribution / active EE | $1,627 | $2,399-32.2% | $3,048-46.6% | $2,588-37.1% |
| Participant deferral / active EE | $2,658 | $4,109-35.3% | $4,738-43.9% | $4,289-38.0% |
| Admin fee / account holder | $4 | $1,675-99.8% | $8,948-100.0% | $1,587-99.7% |