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 |
|---|---|---|
Service code 13 10 S. RIVERSIDE PLAZA · CHICAGO, IL 60606 | Contract Administrator | $3,379 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,763 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,317 | $86,929-77.8% | $102,423-81.1% | $80,856-76.1% |
| Participation rate | 98.8% | 72.4%+26.5pp | 76.5%+22.3pp | 67.6%+31.2pp |
| Annual return | 38.61% | 18.88%+19.7pp | 29.32%+9.3pp | 35.59%+3.0pp |
| Employer contribution / active EE | $3,719 | $2,369+57.0% | $3,023+23.0% | $2,755+35.0% |
| Participant deferral / active EE | $2,695 | $4,118-34.6% | $5,053-46.7% | $4,296-37.3% |
| Admin fee / account holder | $11 | $8,049-99.9% | $9,451-99.9% | $6,918-99.8% |