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 FUNDS2 years Filed as: ADVANCE CAPITAL MANAGEMENT INC Service code 27 ONE TOWNE SQUARE STE 444 · SOUTHFIELD, MI 48076 | Advisory (Plan) | $20,595 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $15,606 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $67,598 | $130,194-48.1% | $169,993-60.2% | $71,457-5.4% |
| Participation rate | 96.8% | 86.1%+10.7pp | 87.0%+9.8pp | 67.9%+28.9pp |
| Annual return | 26.49% | 20.37%+6.1pp | 53.37%-26.9pp | 28.85%-2.4pp |
| Employer contribution / active EE | $2,265 | $4,381-48.3% | $6,785-66.6% | $2,588-12.5% |
| Participant deferral / active EE | $4,645 | $6,923-32.9% | $10,408-55.4% | $4,289+8.3% |
| Admin fee / account holder | $241 | $966-75.0% | $12,815-98.1% | $1,587-84.8% |