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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 | Recordkeeping Fees | $2,238 |
Service code 13 465 JACK KRAMER DR SUITE 2 · MEMPHIS, TN 38117 | Contract Administrator | $1,244 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,526 | $29,369-64.2% | $77,482-86.4% | $73,409-85.7% |
| Participation rate | 40.9% | 37.9%+3.0pp | 54.2%-13.3pp | 72.2%-31.3pp |
| Annual return | 20.37% | 358.15%-337.8pp | 54.79%-34.4pp | 59.29%-38.9pp |
| Employer contribution / active EE | $746 | $406+83.9% | $986-24.3% | $2,234-66.6% |
| Participant deferral / active EE | $1,222 | $941+29.8% | $1,861-34.4% | $3,805-67.9% |
| Admin fee / account holder | $12 | $123-90.3% | $2,858-99.6% | $158-92.4% |