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 5-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 FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $11,937 |
PRIVATE CLIENT SERVICES LLC2 years Filed as: PRIVATE CLIENT SERVICES, LLC Service code 27 2225 LEXINGTON ROAD · LOUISVILLE, KY 40206 | Advisory (Plan) | $2,707 |
ASCENSUS LLC3 years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 905 LILY CREEK ROAD · LOUISVILLE, KY 40243 | Contract Administrator | $1,457 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,269 | $69,477-95.3% | $94,646-96.5% | $71,457-95.4% |
| Participation rate | 70.8% | 78.4%-7.7pp | 80.8%-10.1pp | 67.9%+2.8pp |
| Annual return | 19.31% | 29.66%-10.4pp | 156.71%-137.4pp | 28.85%-9.5pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,161 | $7,345-70.6% | $7,418-70.9% | $4,289-49.6% |
| Admin fee / account holder | $66 | $1,210-94.6% | $7,231-99.1% | $1,587-95.9% |