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 9-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 |
|---|---|---|
PLATINUM PENSION GROUP, LLC1 year Service code 13 144 NORTH RD STE 1550 · SUDBURY, MA 01776 | Contract Administrator | $1,875 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $625 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,680 | $63,355-24.7% | $91,989-48.2% | $72,985-34.7% |
| Participation rate | 81.2% | 72.5%+8.6pp | 78.6%+2.5pp | 69.5%+11.7pp |
| Annual return | 25.17% | 35.35%-10.2pp | 69.02%-43.8pp | 81.00%-55.8pp |
| Employer contribution / active EE | $3,320 | $2,116+56.9% | $3,452-3.8% | $2,440+36.1% |
| Participant deferral / active EE | $9,205 | $4,883+88.5% | $5,923+55.4% | $3,607+155.2% |
| Admin fee / account holder | $24 | $4,668-99.5% | $7,743-99.7% | $5,124-99.5% |