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 10-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: ALLEN CAPITAL GROUP Service code 26 · EIN 20-3230944 | Advisory (Participants) | $43,249 |
UNION BANK & TRUST COMPANY10+ years Service code 12 · EIN 47-0321480 | Claims processing; Recordkeeping fees... | $23,949 |
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 | $74,523 | $59,623+25.0% | $95,585-22.0% | $85,563-12.9% |
| Participation rate | 98.2% | 57.2%+40.9pp | 72.1%+26.1pp | 66.0%+32.2pp |
| Annual return | 14.58% | 18.22%-3.6pp | 38.56%-24.0pp | 31.51%-16.9pp |
| Employer contribution / active EE | $1,260 | $1,669-24.5% | $2,527-50.1% | $2,654-52.5% |
| Participant deferral / active EE | $4,627 | $3,357+37.8% | $4,023+15.0% | $4,375+5.8% |
| Admin fee / account holder | $232 | $650-64.3% | $6,127-96.2% | $834-72.2% |