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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 96-6817943 | Recordkeeping Fees | $8,410 |
TRIUNE FINANCIAL1 year Service code 27 7400 COLLEGE BLVD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $5,101 |
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 | $7,596 | $51,197-85.2% | $82,719-90.8% | $66,914-88.6% |
| Participation rate | 86.4% | 67.8%+18.6pp | 72.6%+13.9pp | 69.8%+16.6pp |
| Annual return | -15.29% | -9.64%-5.7pp | 701.18%-716.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,144 | $2,611-56.2% | $3,009-62.0% | $2,544-55.0% |
| Participant deferral / active EE | $2,378 | $3,458-31.2% | $4,395-45.9% | $4,237-43.9% |
| Admin fee / account holder | $97 | $416-76.6% | $5,329-98.2% | $593-83.6% |