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 FUNDS5 years Filed as: HM CAPITAL MANAGEMENT LLC Service code 27 · EIN 20-3287389 | Advisory (Plan) | $18,385 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,506 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,298 | $93,182-69.6% | $146,665-80.7% | $79,386-64.4% |
| Participation rate | 83.6% | 76.4%+7.2pp | 80.1%+3.6pp | 70.7%+12.9pp |
| Annual return | 14.20% | 21.61%-7.4pp | 22.74%-8.5pp | 116.85%-102.7pp |
| Employer contribution / active EE | $681 | $2,420-71.9% | $4,136-83.5% | $2,427-71.9% |
| Participant deferral / active EE | $2,922 | $4,169-29.9% | $5,506-46.9% | $4,046-27.8% |
| Admin fee / account holder | $140 | $585-76.1% | $10,280-98.6% | $626-77.7% |