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 |
|---|---|---|
TRIUNE FINANCIAL3 years Service code 64 7400 COLLEGE BLVD · OVERLAND PARK, KS 66210 | Recordkeeping Fees | $13,705 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 27 · EIN 96-6817943 | Advisory (Plan) | $7,225 |
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 | $20,497 | $60,323-66.0% | $81,812-74.9% | $74,495-72.5% |
| Participation rate | 82.6% | 62.9%+19.7pp | 72.3%+10.2pp | 67.2%+15.4pp |
| Annual return | 27.42% | 16.90%+10.5pp | 773.79%-746.4pp | 1364.94%-1337.5pp |
| Employer contribution / active EE | $1,673 | $2,620-36.1% | $2,912-42.5% | $2,623-36.2% |
| Participant deferral / active EE | $2,329 | $3,387-31.2% | $4,319-46.1% | $4,346-46.4% |
| Admin fee / account holder | $175 | $1,486-88.2% | $7,386-97.6% | $1,942-91.0% |