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 8-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 FUNDS3 years Filed as: THE CAPITAL GROUP INVESTMENT Service code 26 · EIN 46-4255096 | Advisory (Participants) | $95,470 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $70,699 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $23,867 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,166 | $119,446-17.0% | $150,045-33.9% | $85,563+15.9% |
| Participation rate | 75.6% | 75.4%+0.2pp | 82.3%-6.7pp | 66.0%+9.7pp |
| Annual return | 16.41% | 23.72%-7.3pp | 62.55%-46.1pp | 31.51%-15.1pp |
| Employer contribution / active EE | $5,429 | $4,078+33.1% | $4,693+15.7% | $2,654+104.6% |
| Participant deferral / active EE | $10,766 | $7,985+34.8% | $7,997+34.6% | $4,375+146.1% |
| Admin fee / account holder | $472 | $548-13.9% | $13,435-96.5% | $834-43.5% |