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 |
|---|---|---|
Service code 13 · EIN 95-2889854 | Contract Administrator | $2,730 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 · EIN 95-2769620 | Recordkeeping Fees | $935 |
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 | $87,177 | $89,652-2.8% | $141,162-38.2% | $65,185+33.7% |
| Participation rate | 98.5% | 74.7%+23.8pp | 82.5%+16.0pp | 70.2%+28.3pp |
| Annual return | 25.90% | 32.79%-6.9pp | 71.39%-45.5pp | 29.38%-3.5pp |
| Employer contribution / active EE | $7,449 | $3,065+143.1% | $4,735+57.3% | $2,177+242.2% |
| Participant deferral / active EE | $6,118 | $5,691+7.5% | $6,709-8.8% | $3,514+74.1% |
| Admin fee / account holder | $19 | $569-96.6% | $10,261-99.8% | $847-97.7% |