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 |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping Fees | $52,454 |
GREAT LAKES ADVISORS, LLC8 years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 37 · EIN 38-2438760 37923 W TWELVE MILE ROAD · FARMINGTON HILLS, MI 48331 | Loan Processing | $30,375 |
AMERICAN FUNDS6 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 21 6455 IRVINE CENTER DRIVE · IRVINE, CA 926184518 | Bank Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,209 | $88,982-64.9% | $102,438-69.5% | $77,671-59.8% |
| Participation rate | 97.0% | 80.9%+16.1pp | 76.5%+20.5pp | 70.6%+26.4pp |
| Annual return | 13.66% | 25.01%-11.4pp | 29.37%-15.7pp | 31.21%-17.6pp |
| Employer contribution / active EE | $2,161 | $2,698-19.9% | $3,024-28.5% | $2,726-20.8% |
| Participant deferral / active EE | $3,592 | $5,144-30.2% | $5,054-28.9% | $4,648-22.7% |
| Admin fee / account holder | $147 | $236-37.4% | $9,448-98.4% | $430-65.8% |