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 4-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 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $10,520 |
Service code 13 2 N. RIVERSIDE PLAZA · CHICAGO, IL 60606 | Contract Administrator | $4,993 |
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,936 | $71,883-80.6% | $86,677-83.9% | $68,494-79.7% |
| Participation rate | 98.9% | 72.2%+26.7pp | 76.6%+22.3pp | 67.9%+31.0pp |
| Annual return | -38.64% | 3.52%-42.2pp | 35.91%-74.5pp | -7.84%-30.8pp |
| Employer contribution / active EE | $4,359 | $2,173+100.6% | $2,836+53.7% | $2,596+67.9% |
| Participant deferral / active EE | $2,814 | $3,779-25.5% | $4,656-39.6% | $4,027-30.1% |
| Admin fee / account holder | $84 | $6,112-98.6% | $7,493-98.9% | $5,403-98.5% |