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 10-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 |
|---|---|---|
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $16,733 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $15,213 |
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 | $54,369 | $78,976-31.2% | $100,383-45.8% | $74,546-27.1% |
| Participation rate | 93.9% | 79.5%+14.4pp | 81.5%+12.4pp | 67.2%+26.7pp |
| Annual return | 15.22% | 20.62%-5.4pp | 49.26%-34.0pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $3,055 | $3,019+1.2% | $3,944-22.5% | $2,624+16.4% |
| Participant deferral / active EE | $7,715 | $7,758-0.6% | $8,086-4.6% | $4,347+77.5% |
| Admin fee / account holder | $141 | $1,330-89.4% | $7,900-98.2% | $1,944-92.7% |