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 SERVI Service code 64 · EIN 96-6817943 | Recordkeeping Fees | $9,665 |
TRIUNE FINANCIAL2 years Service code 27 7400 COLLEGE BLVD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $9,236 |
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 | $14,423 | $58,264-75.2% | $86,612-83.3% | $71,457-79.8% |
| Participation rate | 83.8% | 65.0%+18.8pp | 71.7%+12.1pp | 67.9%+15.8pp |
| Annual return | 18.64% | 21.63%-3.0pp | 591.07%-572.4pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,348 | $2,574-47.6% | $3,022-55.4% | $2,588-47.9% |
| Participant deferral / active EE | $2,239 | $3,436-34.9% | $4,438-49.6% | $4,289-47.8% |
| Admin fee / account holder | $187 | $1,057-82.3% | $5,614-96.7% | $1,587-88.2% |