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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $14,910 |
PRIVATE CLIENT SERVICES LLC3 years Filed as: PRIVATE CLIENT SERVICES, LLC Service code 27 2225 LEXINGTON ROAD · LOUISVILLE, KY 40206 | Advisory (Plan) | $3,424 |
ASCENSUS LLC4 years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 905 LILY CREEK ROAD · LOUISVILLE, KY 40243 | Contract Administrator | $3,384 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $3,489 | $79,013-95.6% | $100,391-96.5% | $74,495-95.3% |
| Participation rate | 77.5% | 79.5%-2.0pp | 81.5%-4.0pp | 67.2%+10.3pp |
| Annual return | 12.64% | 20.41%-7.8pp | 49.20%-36.6pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,570 | $7,760-79.8% | $8,082-80.6% | $4,346-63.9% |
| Admin fee / account holder | $83 | $1,320-93.7% | $7,899-99.0% | $1,942-95.8% |