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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 46-0464047 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $86,394 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 13 29 SAWYER RD · WALTHAM, MA 024533483 | Contract Administrator | $55,347 |
PREMIER PLAN CONSULTANTS2 years Filed as: PREMIER PLAN CONSULTANTS, INC Service code 13 6215 FERRIS SQ STE 125 · SAN DIEGO, CA 921213279 | Contract Administrator | $42,472 |
JGD & ASSOCIATES LLP3 years Filed as: JGD & ASSOCIATES Service code 10 · EIN 95-3132551 5355 MIRA SORRENTO PL · SAN DIEGO, CA 92121 | Accounting | $11,000 |
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 | $134,356 | $46,464+189.2% | $150,298-10.6% | $79,634+68.7% |
| Participation rate | 98.4% | 57.0%+41.5pp | 77.8%+20.7pp | 62.5%+35.9pp |
| Annual return | 13.35% | 27.89%-14.5pp | 62.79%-49.4pp | 36.46%-23.1pp |
| Employer contribution / active EE | $18,261 | $1,512+1108.1% | $4,154+339.6% | $2,529+622.0% |
| Participant deferral / active EE | $2,341 | $2,157+8.5% | $5,453-57.1% | $3,835-38.9% |
| Admin fee / account holder | $267 | $891-70.0% | $14,116-98.1% | $1,002-73.4% |