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 5-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 SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $35,570 |
Filed as: AFC PENSIONS, INC. Service code 13 · EIN 04-2484178 200 RESERVOIR ST STE 100 · NEEDHAM, MA 02494 | Contract Administrator | $23,408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,888 | $55,416-56.9% | $75,972-68.6% | $77,643-69.2% |
| Participation rate | 45.2% | 63.6%-18.4pp | 69.1%-23.9pp | 70.6%-25.4pp |
| Annual return | 16.56% | 17.07%-0.5pp | 359.55%-343.0pp | 31.24%-14.7pp |
| Employer contribution / active EE | $1,077 | $1,788-39.7% | $2,685-59.9% | $2,726-60.5% |
| Participant deferral / active EE | $1,955 | $3,447-43.3% | $4,255-54.0% | $4,647-57.9% |
| Admin fee / account holder | $199 | $414-51.9% | $6,467-96.9% | $430-53.8% |