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 FUNDS1+ years Filed as: ADVANCED CAPTIAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $24,159 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $7,815 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
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 | $47,343 | $41,854+13.1% | $73,843-35.9% | $52,331-9.5% |
| Participation rate | 83.1% | 66.2%+16.8pp | 73.4%+9.6pp | 68.1%+14.9pp |
| Annual return | -1.24% | 2.11%-3.4pp | 2267.84%-2269.1pp | 4.54%-5.8pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,035 | $2,498-18.5% | $3,583-43.2% | $3,022-32.7% |
| Admin fee / account holder | $186 | $493-62.1% | $4,880-96.2% | $592-68.5% |